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 Q2	$480K	Sell	1,901 -231	-11%	-$53.1K	0.01%	515
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baker Avenue Asset Management's IYW Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, selling an estimated $53.1K and leaving 1,901 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #515.

Baker Avenue Asset Management first reported a position in IYW in Q4 2014 and has held it in 17 quarters since. The position peaked at $9.36M in Q4 2014. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Baker Avenue Asset Management held 1,901 shares of iShares US Technology ETF worth $480K as of Q2 2026.
Baker Avenue Asset Management sold 231 iShares US Technology ETF shares in Q2 2026, an estimated $53.1K.
iShares US Technology ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #515 holding.
Baker Avenue Asset Management first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 17 quarters since.
Baker Avenue Asset Management's iShares US Technology ETF position peaked at $9.36M in Q4 2014.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.