Csenge Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Csenge Advisory Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.14M	Buy	17,435 +169	+1%	+$67K	0.29%	66
2026 Q1	$6.16M	Sell	17,266 -41	-0.2%	-$15.3K	0.28%	72
2025 Q4	$6.46M	Sell	17,307 -1,068	-6%	-$396K	0.29%	69
2025 Q3	$6.72M	Buy	18,375 +5	+0%	+$1.76K	0.32%	63
2025 Q2	$5.95M	Sell	18,370 -71	-0.4%	-$22.3K	0.31%	65
2025 Q1	$5.33M	Buy	18,441 +226	+1%	+$73.1K	0.3%	64
2024 Q4	$5.87M	Buy	18,215 +794	+5%	+$257K	0.32%	64
2024 Q3	$5.54M	Buy	17,421 +11	+0.1%	+$3.33K	0.29%	71
2024 Q2	$5.18M	Buy	17,410 +509	+3%	+$146K	0.29%	64
2024 Q1	$4.87M	Buy	16,901 +773	+5%	+$212K	0.27%	70
2023 Q4	$4.23M	Buy	16,128 +455	+3%	+$111K	0.26%	67
2023 Q3	$3.68M	Buy	15,673 +2,399	+18%	+$587K	0.25%	73
2023 Q2	$3.24M	Buy	13,274 +2,484	+23%	+$572K	0.22%	85
2023 Q1	$2.43M	Buy	10,790 +408	+4%	+$89.8K	0.18%	111
2022 Q4	$2.19M	Buy	10,382 +243	+2%	+$51.4K	0.17%	112
2022 Q3	$2M	Buy	10,139 +167	+2%	+$36.6K	0.17%	112
2022 Q2	$2.07M	Sell	9,972 -8,026	-45%	-$1.81M	0.17%	111
2022 Q1	$4.5M	Buy	+17,998	New	+$4.44M	0.36%	58
2021 Q4	–	Sell	-1,355	Closed	-$331K	–	583
2021 Q3	$331K	Buy	+1,355	New	+$337K	0.03%	450

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Csenge Advisory Group's IWB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.98% in Q2 2026, buying an estimated $67K and bringing the position to 17,435 shares worth $7.14M. The position accounts for 0.29% of the portfolio, ranked #66.

Csenge Advisory Group first reported a position in IWB in Q3 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Csenge Advisory Group held 17,435 shares of iShares Russell 1000 ETF worth $7.14M as of Q2 2026.
Csenge Advisory Group bought 169 iShares Russell 1000 ETF shares in Q2 2026, an estimated $67K.
iShares Russell 1000 ETF made up 0.29% of Csenge Advisory Group's portfolio in Q2 2026, its #66 holding.
Csenge Advisory Group first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.