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

Baldrige 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
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	258
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	250
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	249
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	256
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	256
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	262
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	274
2021 Q2	$11K	Buy	+100	New	+$10.5K	﹤0.01%	281

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baldrige Asset Management's IYY Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Dow Jones US ETF (IYY) position steady in Q1 2023 at 100 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Baldrige Asset Management first reported a position in IYY in Q2 2021 and has held it in 8 quarters since. The position peaked at $12K in Q4 2021. 193 funds tracked by Wall St. Rank hold IYY as of Q1 2023.

Baldrige Asset Management held 100 shares of iShares Dow Jones US ETF worth $10K as of Q1 2023.
Baldrige Asset Management left its iShares Dow Jones US ETF share count unchanged in Q1 2023.
iShares Dow Jones US ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #258 holding.
Baldrige Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Dow Jones US ETF position peaked at $12K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.