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Baker Avenue Asset Management’s iShares US Technology ETF IYW Stock Holding History

Baker Avenue Asset Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$387K Sell
2,132
-71
-3% -$13.7K 0.01% 518
2025
Q4 		$440K Hold
2,203
– – 0.01% 408
2025
Q3 		$431K Sell
2,203
-3
-0.1% -$549 0.01% 383
2025
Q2 		$382K Sell
2,206
-27,015
-92% -$4.1M 0.01% 340
2025
Q1 		$4.1M Buy
29,221
+1,477
+5% +$230K 0.13% 136
2024
Q4 		$4.43M Buy
27,744
+3,481
+14% +$551K 0.14% 120
2024
Q3 		$3.68M Buy
24,263
+22,620
+1,377% +$3.33M 0.12% 132
2024
Q2 		$247K Sell
1,643
-36
-2% -$4.97K 0.01% 333
2024
Q1 		$227K Buy
1,679
+36
+2% +$4.69K 0.01% 335
2023
Q4 		$202K Hold
1,643
– – 0.01% 340
2023
Q3 		$172K Hold
1,643
– – 0.01% 354
2023
Q2 		$179K Buy
1,643
+1,526
+1,304% +$150K 0.01% 353
2023
Q1 		$10.9K Sell
117
-29,639
-100% -$2.49M ﹤0.01% 751
2022
Q4 		$2.22M Buy
29,756
+26,393
+785% +$2.02M 0.13% 119
2022
Q3 		$247K Buy
+3,363
New +$285K 0.02% 314
2015
Q1 		– Sell
-358,560
Closed -$9.36M – 255
2014
Q4 		$9.36M Buy
+358,560
New +$9.15M 1.3% 14

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Baker Avenue Asset Management's IYW Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its iShares US Technology ETF (IYW) stake by 3.2% in Q1 2026, selling an estimated $13.7K and leaving 2,132 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #518.

Baker Avenue Asset Management first reported a position in IYW in Q4 2014 and has held it in 16 quarters since. The position peaked at $9.36M in Q4 2014. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Baker Avenue Asset Management held 2,132 shares of iShares US Technology ETF worth $387K as of Q1 2026.
  • Baker Avenue Asset Management sold 71 iShares US Technology ETF shares in Q1 2026, an estimated $13.7K.
  • iShares US Technology ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #518 holding.
  • Baker Avenue Asset Management first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 16 quarters since.
  • Baker Avenue Asset Management's iShares US Technology ETF position peaked at $9.36M in Q4 2014.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.