Baker Avenue Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+1,258	New	+$222K	﹤0.01%	746
2026 Q1	–	Sell	-1,258	Closed	-$209K	–	765
2025 Q4	$209K	Hold	1,258	–	–	﹤0.01%	603
2025 Q3	$204K	Buy	+1,258	New	+$197K	﹤0.01%	585

Other funds holding IYY

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Baker Avenue Asset Management opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,258 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in IYY as recently as Q4 2025.

Baker Avenue Asset Management first reported a position in IYY in Q3 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Baker Avenue Asset Management held 1,258 shares of iShares Dow Jones US ETF worth $229K as of Q2 2026.
iShares Dow Jones US ETF was a new Baker Avenue Asset Management position in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #746 holding.
Baker Avenue Asset Management first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 3 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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