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

Baird’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$94.3M	Buy	2,178,804 +689,528	+46%	+$29.3M	0.96%	11
2014 Q4	$62.2M	Buy	1,489,276 +323,948	+28%	+$13.2M	0.66%	19
2014 Q3	$46.1M	Buy	1,165,328 +48,392	+4%	+$1.95M	0.65%	25
2014 Q2	$45.4M	Buy	1,116,936 +40,244	+4%	+$1.57M	0.64%	30
2014 Q1	$41.7M	Sell	1,076,692 -40,700	-4%	-$1.54M	0.6%	30
2013 Q4	$41.9M	Buy	1,117,392 +82,840	+8%	+$2.99M	0.72%	21
2013 Q3	$36M	Sell	1,034,552 -4,756	-0.5%	-$163K	0.67%	22
2013 Q2	$33.7M	Buy	+1,039,308	New	+$33.7M	0.67%	26

Other funds holding IWR

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Baird's IWR Position: Q1 2015 in Review

Baird increased its iShares Russell Mid-Cap ETF (IWR) stake by 46% in Q1 2015, buying an estimated $29.3M and bringing the position to 2,178,804 shares worth $94.3M. The position accounts for 0.96% of the portfolio, ranked #11.

Baird first reported a position in IWR in Q2 2013 and has held it in 8 quarters since. 446 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

Baird held 2,178,804 shares of iShares Russell Mid-Cap ETF worth $94.3M as of Q1 2015.
Baird bought 689,528 iShares Russell Mid-Cap ETF shares in Q1 2015, an estimated $29.3M.
iShares Russell Mid-Cap ETF made up 0.96% of Baird's portfolio in Q1 2015, its #11 holding.
Baird first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
446 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

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