Csenge Advisory Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Buy	4,657 +463	+11%	+$46.9K	0.02%	482
2026 Q1	$406K	Sell	4,194 -79	-2%	-$8.06K	0.02%	483
2025 Q4	$441K	Buy	4,273 +80	+2%	+$8.23K	0.02%	467
2025 Q3	$439K	Buy	4,193 +307	+8%	+$31.5K	0.02%	452
2025 Q2	$376K	Buy	3,886 +267	+7%	+$24.7K	0.02%	500
2025 Q1	$306K	Buy	3,619 +497	+16%	+$47.4K	0.02%	529
2024 Q4	$300K	Buy	3,122 +118	+4%	+$11K	0.02%	555
2024 Q3	$263K	Buy	+3,004	New	+$249K	0.01%	596
2022 Q2	–	Sell	-7,201	Closed	-$540K	–	631
2022 Q1	$540K	Buy	+7,201	New	+$542K	0.04%	363
2021 Q1	–	Sell	-8,071	Closed	-$569K	–	507
2020 Q4	$569K	Buy	8,071 +103	+1%	+$6.84K	0.07%	208
2020 Q3	$498K	Buy	+7,968	New	+$481K	0.07%	220
2018 Q4	–	Sell	-280	Closed	-$13K	–	826
2018 Q3	$13K	Buy	+280	New	+$14.3K	0.01%	461

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Csenge Advisory Group increased its iShares US Consumer Discretionary ETF (IYC) stake by 11% in Q2 2026, buying an estimated $46.9K and bringing the position to 4,657 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #482.

Csenge Advisory Group first reported a position in IYC in Q3 2018 and has held it in 12 quarters since. The position peaked at $569K in Q4 2020. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Csenge Advisory Group held 4,657 shares of iShares US Consumer Discretionary ETF worth $471K as of Q2 2026.
Csenge Advisory Group bought 463 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $46.9K.
iShares US Consumer Discretionary ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #482 holding.
Csenge Advisory Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 12 quarters since.
Csenge Advisory Group's iShares US Consumer Discretionary ETF position peaked at $569K in Q4 2020.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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