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Baker Avenue Asset Management’s iShares US Financials ETF IYF Stock Holding History

Baker Avenue Asset Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,258
Closed -$472K – 1694
2022
Q4 		$472K Buy
+6,258
New +$469K 0.03% 251

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Baker Avenue Asset Management's IYF Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of iShares US Financials ETF (IYF) in Q1 2023, closing a stake of 6,258 shares — an estimated $472K sold.

Baker Avenue Asset Management first reported a position in IYF in Q4 2022 and held it in 1 quarter. The position peaked at $472K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYF as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining iShares US Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6,258 iShares US Financials ETF shares in Q1 2023, an estimated $472K.
  • Baker Avenue Asset Management first reported a position in iShares US Financials ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares US Financials ETF position peaked at $472K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.