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IYW icon

Baird’s iShares US Technology ETF IYW Stock Holding History

Baird’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$649K Buy
24,736
+11,576
+88% +$304K 0.01% 876
2014
Q4 		$343K Sell
13,160
-924
-7% -$23.6K ﹤0.01% 1061
2014
Q3 		$355K Buy
14,084
+100
+0.7% +$2.5K 0.01% 941
2014
Q2 		$339K Buy
13,984
+1,368
+11% +$31.6K ﹤0.01% 948
2014
Q1 		$287K Sell
12,616
-14,788
-54% -$330K ﹤0.01% 991
2013
Q4 		$606K Buy
27,404
+15,948
+139% +$332K 0.01% 767
2013
Q3 		$226K Buy
11,456
+520
+5% +$10.1K ﹤0.01% 997
2013
Q2 		$201K Buy
+10,936
New +$203K ﹤0.01% 997

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird's IYW Position: Q1 2015 in Review

Baird increased its iShares US Technology ETF (IYW) stake by 88% in Q1 2015, buying an estimated $304K and bringing the position to 24,736 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #876.

Baird first reported a position in IYW in Q2 2013 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold IYW as of Q1 2015.

  • Baird held 24,736 shares of iShares US Technology ETF worth $649K as of Q1 2015.
  • Baird bought 11,576 iShares US Technology ETF shares in Q1 2015, an estimated $304K.
  • iShares US Technology ETF made up 0.01% of Baird's portfolio in Q1 2015, its #876 holding.
  • Baird first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2015.

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