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iShares Dow Jones US Basic Mater. shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in iShares Dow Jones US Basic Mater.

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All positions including iShares Dow Jones US Basic Mater. held by Gerald Baker Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Basic Mater. by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 28k 175.92

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding iShares Dow Jones US Basic Mater.

Manufacturers Life Insurance Company
Bank of America Corporation
Morgan Stanley
LPL Financial
Commerce Bank N A
AE Wealth Management
Wells Fargo & Company
UBS Group
RWM Asset Management
Northwestern Mutual Wealth Management Company
Bank of Nova Scotia
Two Sigma Investments
Green Harvest Asset Management
Principal Financial Group
WealthCare Asset Management

View all funds holding iShares Dow Jones US Basic Mater.