B
IWV icon

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 $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return