Baird’s iShares Russell 3000 ETF IWV Stock Holding History

Baird’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$2.57M	Buy	20,782 +362	+2%	+$44.6K	0.03%	491
2014 Q4	$2.5M	Sell	20,420 -5	-0%	-$597	0.03%	494
2014 Q3	$2.38M	Sell	20,425 -1,716	-8%	-$202K	0.03%	425
2014 Q2	$2.61M	Sell	22,141 -29	-0.1%	-$3.3K	0.04%	413
2014 Q1	$2.49M	Buy	22,170 +2,040	+10%	+$225K	0.04%	420
2013 Q4	$2.23M	Buy	20,130 +51	+0.3%	+$5.41K	0.04%	435
2013 Q3	$2.03M	Sell	20,079 -12	-0.1%	-$1.2K	0.04%	437
2013 Q2	$1.94M	Buy	+20,091	New	+$1.92M	0.04%	424

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Baird's IWV Position: Q1 2015 in Review

Baird increased its iShares Russell 3000 ETF (IWV) stake by 1.8% in Q1 2015, buying an estimated $44.6K and bringing the position to 20,782 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #491.

Baird first reported a position in IWV in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.61M in Q2 2014. 288 funds tracked by Wall St. Rank hold IWV as of Q1 2015.

Baird held 20,782 shares of iShares Russell 3000 ETF worth $2.57M as of Q1 2015.
Baird bought 362 iShares Russell 3000 ETF shares in Q1 2015, an estimated $44.6K.
iShares Russell 3000 ETF made up 0.03% of Baird's portfolio in Q1 2015, its #491 holding.
Baird first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 8 quarters since.
Baird's iShares Russell 3000 ETF position peaked at $2.61M in Q2 2014.
288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2015.

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