Baird’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Baird’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$4.3M	Buy	87,762 +13,212	+18%	+$631K	0.04%	373
2014 Q4	$3.48M	Sell	74,550 -107,356	-59%	-$4.85M	0.04%	422
2014 Q3	$8.04M	Buy	181,906 +111,900	+160%	+$4.99M	0.11%	185
2014 Q2	$3.13M	Sell	70,006 -12,836	-15%	-$552K	0.04%	367
2014 Q1	$3.55M	Buy	82,842 +724	+0.9%	+$30.8K	0.05%	343
2013 Q4	$3.46M	Buy	82,118 +6,654	+9%	+$269K	0.06%	348
2013 Q3	$2.95M	Buy	75,464 +35,726	+90%	+$1.36M	0.06%	368
2013 Q2	$1.43M	Buy	+39,738	New	+$1.42M	0.03%	483

Other funds holding IWP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baird's IWP Position: Q1 2015 in Review

Baird increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q1 2015, buying an estimated $631K and bringing the position to 87,762 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #373.

Baird first reported a position in IWP in Q2 2013 and has held it in 8 quarters since. The position peaked at $8.04M in Q3 2014. 329 funds tracked by Wall St. Rank hold IWP as of Q1 2015.

Baird held 87,762 shares of iShares Russell Mid-Cap Growth ETF worth $4.3M as of Q1 2015.
Baird bought 13,212 iShares Russell Mid-Cap Growth ETF shares in Q1 2015, an estimated $631K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Baird's portfolio in Q1 2015, its #373 holding.
Baird first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 8 quarters since.
Baird's iShares Russell Mid-Cap Growth ETF position peaked at $8.04M in Q3 2014.
329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.