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IWR
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Position history for Baird Financial Group, Inc.'s holdings in ISHARES TR

Baird Financial Group, Inc. holds 9M shares of IWR (ISHARES TR), worth $872.1M as of 2026-Q1. The position was increased (+3.3% shares). IWR represents 1.4% of Baird Financial Group, Inc.'s portfolio.

Current Value

$872.1M

Current Shares

9M

Total Value Change

+$215M

Total Shares Change

+864,533

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
9M
+3.3%
$872.1M1.4%$101.75
52
2025-Q4
Increased
8.7M
+2.6%
$835.8M1.3%$97.26
51
2025-Q3
Increased
8.5M
+3.0%
$816.7M1.3%$96.09
51
2025-Q2
Decreased
8.2M
-0.0%
$755.5M1.3%$90.83
0
2025-Q1
Increased
8.2M
+1.8%
$699.2M1.3%$83.76
51
2024-Q4
Increased
8.1M
+0.8%
$713.9M1.4%$87.25
50
2024-Q3
Decreased
8M
-1.1%
$706.4M1.4%$86.54
0
2024-Q2
Increased
8.1M
+2.3%
$657.2M1.4%$79.38
51

Other major holders of IWR: JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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