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IVV
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Position history for Baird Financial Group, Inc.'s holdings in iShares Trust CORE S&P500 ETF

Baird Financial Group, Inc. holds 863,829 shares of IVV (iShares Trust CORE S&P500 ETF), worth $564.3M as of 2026-Q1. The position was decreased (-8.5% shares). IVV represents 0.9% of Baird Financial Group, Inc.'s portfolio.

Current Value

$564.3M

Current Shares

863,829

Total Value Change

+$226.6M

Total Shares Change

+246,846

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
863,829
-8.5%
$564.3M0.9%$683.37
0
2025-Q4
Increased
943,724
+18.2%
$646.4M1.0%$689.92
58
2025-Q3
Increased
798,319
+1.2%
$534.3M0.9%$664.41
45
2025-Q2
Decreased
788,969
-0.5%
$489.9M0.9%$613.43
0
2025-Q1
Increased
792,729
+3.6%
$445.4M0.9%$552.75
46
2024-Q4
Increased
764,905
+14.1%
$450.3M0.9%$583.48
50
2024-Q3
Increased
670,398
+8.7%
$386.7M0.8%$564.81
48
2024-Q2
Decreased
616,983
-1.0%
$337.6M0.7%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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