Baker Avenue Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Baker Avenue Asset Management’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-531	Closed	-$51.2K	–	1695
2022 Q4	$51.2K	Buy	+531	New	+$50.1K	﹤0.01%	489
2016 Q3	–	Sell	-3,860	Closed	-$212K	–	200
2016 Q2	$212K	Sell	3,860 -1,920	-33%	-$104K	0.03%	180
2016 Q1	$309K	Sell	5,780 -200	-3%	-$9.94K	0.05%	153
2015 Q4	$308K	Sell	5,980 -180	-3%	-$9.36K	0.04%	157
2015 Q3	$297K	Buy	+6,160	New	+$315K	0.05%	161
2015 Q1	–	Sell	-66,646	Closed	-$3.55M	–	253
2014 Q4	$3.55M	Buy	+66,646	New	+$3.46M	0.49%	63

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baker Avenue Asset Management sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 531 shares — an estimated $51.2K sold.

Baker Avenue Asset Management first reported a position in IYJ in Q4 2014 and held it in 6 quarters. The position peaked at $3.55M in Q4 2014. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

Baker Avenue Asset Management reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 531 iShares US Industrials ETF shares in Q1 2023, an estimated $51.2K.
Baker Avenue Asset Management first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 6 quarters.
Baker Avenue Asset Management's iShares US Industrials ETF position peaked at $3.55M in Q4 2014.
253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

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