Number of Shares
4.68 Mil
Current Holdings Value*
$880.87 Mil
% of Portfolio
1.7%
Total Estimate Gain
$274.57 Mil
% of Total Estimate Gain
36.42%

Baird Financial Group, Inc.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Baird Financial Group, Inc. held 4.68 Mil shares of iShares Russell 1000 Value ETF(IWD), totaling $880.87 Mil. This investment constitutes 1.7% of their stock portfolio, and Baird Financial Group, Inc. now holds 1.42% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2018Q2. And since then Baird Financial Group, Inc. has made 21 purchases of IWD, at an average price of $137.72, for a total of 5.47 Mil shares. In addition, there have been 6 sales at an average price of $140.64 for 793,008.00 shares. Based on historical transaction data and IWD's current price of $195.88, Baird Financial Group, Inc.'s estimated gain on his IWD holdings is $274.57 Mil, reflecting a 36.42% gain to date.

Baird Financial Group, Inc. IWD ($195.88) Holding Chart

Baird Financial Group, Inc. IWD ($195.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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