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Csenge Advisory Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Csenge Advisory Group’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,440
Closed -$692K – 708
2024
Q1 		$692K Buy
5,440
+14
+0.3% +$1.7K 0.04% 341
2023
Q4 		$625K Sell
5,426
-1,086
-17% -$117K 0.04% 349
2023
Q3 		$673K Sell
6,512
-4,577
-41% -$491K 0.05% 299
2023
Q2 		$1.18M Sell
11,089
-7,920
-42% -$796K 0.08% 189
2023
Q1 		$1.85M Sell
19,009
-1,525
-7% -$143K 0.13% 136
2022
Q4 		$1.85M Buy
20,534
+84
+0.4% +$7.62K 0.14% 136
2022
Q3 		$1.74M Sell
20,450
-1,954
-9% -$185K 0.14% 135
2022
Q2 		$2.01M Sell
22,404
-2,886
-11% -$281K 0.17% 117
2022
Q1 		$2.73M Buy
25,290
+12,060
+91% +$1.29M 0.22% 85
2021
Q4 		$1.37M Buy
13,230
+197
+2% +$21.7K 0.12% 146
2021
Q3 		$1.36M Sell
13,033
-197
-1% -$20.9K 0.11% 164
2021
Q2 		$1.37M Buy
13,230
+34
+0.3% +$3.39K 0.12% 146
2021
Q1 		$1.3M Buy
13,196
+4,541
+52% +$421K 0.13% 121
2020
Q4 		$781K Sell
8,655
-3,212
-27% -$275K 0.09% 162
2020
Q3 		$962K Buy
+11,867
New +$949K 0.13% 130

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Csenge Advisory Group's IWL Position: Q2 2024 in Review

Csenge Advisory Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2024, closing a stake of 5,440 shares — an estimated $692K sold.

Csenge Advisory Group first reported a position in IWL in Q3 2020 and held it in 15 quarters. The position peaked at $2.73M in Q1 2022. 159 funds tracked by Wall St. Rank hold IWL as of Q2 2024.

  • Csenge Advisory Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 5,440 iShares Russell Top 200 ETF shares in Q2 2024, an estimated $692K.
  • Csenge Advisory Group first reported a position in iShares Russell Top 200 ETF in Q3 2020 and held it in 15 quarters.
  • Csenge Advisory Group's iShares Russell Top 200 ETF position peaked at $2.73M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.