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IVVIVV
31 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in ISHARES CORE S&P 500 ETF

Baird Financial Group, Inc. holds 881,643 shares of IVV (ISHARES CORE S&P 500 ETF), worth $660.3M as of 2026-Q2. The position was increased (+2.1% shares). IVV represents 0.9% of Baird Financial Group, Inc.'s portfolio.

Current Value

$660.3M

Current Shares

881,643

Total Value Change

+$590.5M

Total Shares Change

+604,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
881,643
+2.1%
$660.3M0.9%$748.89
45
2026-Q1
Decreased
863,829
-8.5%
$564.3M0.9%$651.46
0
2025-Q4
Increased
943,724
+18.2%
$646.4M1.0%$681.29
58
2025-Q3
Increased
798,319
+1.2%
$534.3M0.9%$663.39
45
2025-Q2
Decreased
788,969
-0.5%
$489.9M0.9%$613.57
0
2025-Q1
Increased
792,729
+3.6%
$445.4M0.9%$553.53
46
2024-Q4
Increased
764,905
+14.1%
$450.3M0.9%$578.12
50
2024-Q3
Increased
670,398
+8.7%
$386.7M0.8%$564.49
48
2024-Q2
Decreased
616,983
-1.0%
$337.6M0.7%$536.31
0
2024-Q1
Decreased
623,204
-8.5%
$327.6M0.7%$513.70
0
2023-Q4
Increased
681,040
+16.3%
$325.3M0.7%$465.22
51
2023-Q3
Decreased
585,415
-8.4%
$251.4M0.7%$416.59
0
2023-Q2
Increased
639,433
+21.9%
$285M0.8%$428.12
52
2023-Q1
Decreased
524,414
-12.0%
$215.6M0.5%$393.63
0
2022-Q4
Increased
595,932
+3.8%
$229M0.6%$368.33
45
2022-Q3
Decreased
574,015
-0.3%
$205.9M0.6%$340.52
0
2022-Q2
Increased
575,720
+24.5%
$218.3M0.6%$358.14
53
2022-Q1
Increased
462,432
+4.1%
$209.8M0.5%$427.21
45
2021-Q4
Increased
444,123
+9.5%
$211.8M0.5%$447.67
40
2021-Q3
Increased
405,559
+0.3%
$174.7M0.4%$403.05
36
2021-Q2
Increased
404,388
+2.7%
$173.9M0.5%$400.69
37
2021-Q1
Decreased
393,878
-9.4%
$156.7M0.4%$369.70
0
2020-Q4
Increased
434,730
+3.4%
$163.2M0.5%$347.68
38
2020-Q3
Decreased
420,609
-3.9%
$141.4M0.5%$309.89
0
2020-Q2
Decreased
437,813
-1.4%
$135.6M0.5%$284.28
0
2020-Q1
Increased
443,783
+0.0%
$114.7M0.5%$236.22
42
2019-Q4
Decreased
443,727
-8.8%
$143.4M0.5%$294.56
0
2019-Q3
Decreased
486,501
-7.3%
$145.2M0.6%$269.53
0
2019-Q2
Increased
525,059
+100.3%
$154.8M0.6%$266.17
69
2019-Q1
Decreased
262,157
-5.4%
$74.6M0.4%$255.40
0
2018-Q4
New
277,202
-
$69.7M0.5%$222.89
49

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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