Baldwin Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Baldwin Investment 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
2022 Q2	–	Sell	-1,820	Closed	-$203	–	222
2022 Q1	$203	Sell	1,820 -100	-5%	-$11K	0.03%	239
2021 Q4	$226	Hold	1,920	–	–	0.04%	232
2021 Q3	$207K	Hold	1,920	–	–	0.04%	241
2021 Q2	$207K	Sell	1,920 -200	-9%	-$21K	0.04%	243
2021 Q1	$212K	Sell	2,120 -400	-16%	-$39K	0.04%	236
2020 Q4	$238K	Hold	2,520	–	–	0.05%	214
2020 Q3	$210K	Buy	+2,520	New	+$207K	0.05%	199
2020 Q1	–	Sell	-3,020	Closed	-$241K	–	151
2019 Q4	$241K	Hold	3,020	–	–	0.06%	157
2019 Q3	$223K	Hold	3,020	–	–	0.06%	156
2019 Q2	$221K	Hold	3,020	–	–	0.06%	158
2019 Q1	$213K	Buy	+3,020	New	+$205K	0.06%	159
2018 Q4	–	Sell	-3,020	Closed	-$220K	–	162
2018 Q3	$220K	Hold	3,020	–	–	0.06%	157
2018 Q2	$206K	Buy	+3,020	New	+$205K	0.06%	165
2018 Q1	–	Sell	-3,020	Closed	-$202K	–	110
2017 Q4	$202K	Buy	+3,020	New	+$197K	0.07%	106
2015 Q1	–	Sell	-4,370	Closed	-$226K	–	135
2014 Q4	$226K	Hold	4,370	–	–	0.09%	126
2014 Q3	$217K	Hold	4,370	–	–	0.09%	129
2014 Q2	$217K	Hold	4,370	–	–	0.09%	126
2014 Q1	$207K	Hold	4,370	–	–	0.09%	129
2013 Q4	$204K	Buy	+4,370	New	+$196K	0.09%	131

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Baldwin Investment Management's IYY Position: Q2 2022 in Review

Baldwin Investment Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 1,820 shares — an estimated $203 sold.

Baldwin Investment Management first reported a position in IYY in Q4 2013 and held it in 19 quarters. The position peaked at $241K in Q4 2019. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

Baldwin Investment Management reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Investment Management sold 1,820 iShares Dow Jones US ETF shares in Q2 2022, an estimated $203.
Baldwin Investment Management first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 19 quarters.
Baldwin Investment Management's iShares Dow Jones US ETF position peaked at $241K in Q4 2019.
188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.