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Csenge Advisory Group’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Csenge Advisory Group’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-65,483
Closed -$849K – 565
2021
Q1 		$849K Buy
+65,483
New +$880K 0.09% 181

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Bank of America
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SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's IEZ Position: Q2 2021 in Review

Csenge Advisory Group sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2021, closing a stake of 65,483 shares — an estimated $849K sold.

Csenge Advisory Group first reported a position in IEZ in Q1 2021 and held it in 1 quarter. The position peaked at $849K in Q1 2021. 53 funds tracked by Wall St. Rank hold IEZ as of Q2 2021.

  • Csenge Advisory Group reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Csenge Advisory Group sold 65,483 iShares US Oil Equipment & Services ETF shares in Q2 2021, an estimated $849K.
  • Csenge Advisory Group first reported a position in iShares US Oil Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Csenge Advisory Group's iShares US Oil Equipment & Services ETF position peaked at $849K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2021.

Based on Csenge Advisory Group's 13F filing for Q2 2021, filed 21 Jul 2021.