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Csenge Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Csenge Advisory Group’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
24,304
+1,160
+5% +$70.3K 0.06% 256
2026
Q1 		$1.5M Sell
23,144
-1,141
-5% -$64.7K 0.07% 230
2025
Q4 		$1.15M Buy
24,285
+1,289
+6% +$61K 0.05% 279
2025
Q3 		$1.09M Buy
22,996
+814
+4% +$37.9K 0.05% 272
2025
Q2 		$962K Buy
22,182
+2,396
+12% +$106K 0.05% 272
2025
Q1 		$855K Buy
19,786
+1,131
+6% +$53.9K 0.05% 280
2024
Q4 		$850K Buy
18,655
+3,616
+24% +$173K 0.05% 299
2024
Q3 		$734K Sell
15,039
-125
-0.8% -$5.89K 0.04% 342
2024
Q2 		$728K Buy
15,164
+130
+0.9% +$6.35K 0.04% 319
2024
Q1 		$743K Buy
15,034
+1,657
+12% +$74.5K 0.04% 328
2023
Q4 		$590K Buy
13,377
+3,537
+36% +$159K 0.04% 361
2023
Q3 		$467K Buy
9,840
+1,663
+20% +$76.7K 0.03% 382
2023
Q2 		$350K Sell
8,177
-18
-0.2% -$771 0.02% 462
2023
Q1 		$359K Sell
8,195
-934
-10% -$42.3K 0.03% 428
2022
Q4 		$424K Buy
9,129
+252
+3% +$11.8K 0.03% 386
2022
Q3 		$349K Buy
8,877
+125
+1% +$5.13K 0.03% 424
2022
Q2 		$334K Sell
8,752
-6,137
-41% -$261K 0.03% 425
2022
Q1 		$609K Sell
14,889
-84,898
-85% -$3.13M 0.05% 332
2021
Q4 		$2.95M Buy
99,787
+23,076
+30% +$710K 0.26% 75
2021
Q3 		$2.23M Sell
76,711
-23,076
-23% -$620K 0.19% 97
2021
Q2 		$2.95M Buy
+99,787
New +$2.78M 0.26% 75
2018
Q4 		– Sell
-28
Closed -$1K – 827
2018
Q3 		$1K Buy
+28
New +$1.16K ﹤0.01% 876

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Csenge Advisory Group increased its iShares US Energy ETF (IYE) stake by 5% in Q2 2026, buying an estimated $70.3K and bringing the position to 24,304 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #256.

Csenge Advisory Group first reported a position in IYE in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.95M in Q4 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Csenge Advisory Group held 24,304 shares of iShares US Energy ETF worth $1.38M as of Q2 2026.
  • Csenge Advisory Group bought 1,160 iShares US Energy ETF shares in Q2 2026, an estimated $70.3K.
  • iShares US Energy ETF made up 0.06% of Csenge Advisory Group's portfolio in Q2 2026, its #256 holding.
  • Csenge Advisory Group first reported a position in iShares US Energy ETF in Q3 2018 and has held it in 22 quarters since.
  • Csenge Advisory Group's iShares US Energy ETF position peaked at $2.95M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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