Baird Financial Group, Inc. IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1648711
As of 2026-06-30, Baird Financial Group, Inc. reported 11.59M IWF (shares), valued at $1.44B, or 1.98% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 312.85%; reported value increased 20.23%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.98% | 11,588,776 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 1.87% | 2,806,999 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.00% | 2,717,137 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.08% | 2,761,205 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.03% | 2,729,778 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.64% | 2,357,714 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.81% | 2,354,697 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.72% | 2,362,045 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.69% | 2,235,222 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.62% | 2,295,493 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.60% | 2,321,010 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.72% | 2,369,180 | SEC filing ↗Filed Nov 13, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.72% | 2,369,180 | $630.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.60% | 2,321,010 | $703.66M | Shares decreased 2.03%; reported value increased 11.66%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.62% | 2,295,493 | $773.70M | Shares decreased 1.10%; reported value increased 9.95%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.69% | 2,235,222 | $814.76M | Shares decreased 2.63%; reported value increased 5.31%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.72% | 2,362,045 | $886.66M | Shares increased 5.67%; reported value increased 8.83%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.81% | 2,354,697 | $945.60M | Shares decreased 0.31%; reported value increased 6.65%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.64% | 2,357,714 | $851.35M | Shares increased 0.13%; reported value decreased 9.97%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.03% | 2,729,778 | $1.16B | Shares increased 15.78%; reported value increased 36.14%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.08% | 2,761,205 | $1.29B | Shares increased 1.15%; reported value increased 11.59%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.00% | 2,717,137 | $1.29B | Shares decreased 1.60%; reported value decreased 0.57%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.87% | 2,806,999 | $1.20B | Shares increased 3.31%; reported value decreased 6.93%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.98% | 11,588,776 | $1.44B | Shares increased 312.85%; reported value increased 20.23%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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