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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
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

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SC
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PNC Financial Services Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
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Commonwealth Equity Services
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Raymond James Financial
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Baker Avenue Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,258 shares — an estimated $209K sold.

Baker Avenue Asset Management first reported a position in IYY in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Baker Avenue Asset Management reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,258 iShares Dow Jones US ETF shares in Q1 2026, an estimated $209K.
  • Baker Avenue Asset Management first reported a position in iShares Dow Jones US ETF in Q3 2025 and held it in 2 quarters.
  • Baker Avenue Asset Management's iShares Dow Jones US ETF position peaked at $209K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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