Csenge Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,510	Closed	-$211K	–	632
2022 Q1	$211K	Hold	3,510	–	–	0.02%	591
2021 Q4	$218K	Sell	3,510 -63	-2%	-$4.11K	0.02%	510
2021 Q3	$229K	Buy	3,573 +63	+2%	+$3.95K	0.02%	523
2021 Q2	$218K	Buy	+3,510	New	+$214K	0.02%	513
2020 Q3	–	Sell	-6,414	Closed	-$255K	–	419
2020 Q2	$255K	Buy	+6,414	New	+$246K	0.04%	304
2018 Q4	–	Sell	-300	Closed	-$12K	–	829
2018 Q3	$12K	Buy	+300	New	+$13.6K	﹤0.01%	476

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's IYG Position: Q2 2022 in Review

Csenge Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 3,510 shares — an estimated $211K sold.

Csenge Advisory Group first reported a position in IYG in Q3 2018 and held it in 6 quarters. The position peaked at $255K in Q2 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Csenge Advisory Group reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 3,510 iShares US Financial Services ETF shares in Q2 2022, an estimated $211K.
Csenge Advisory Group first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 6 quarters.
Csenge Advisory Group's iShares US Financial Services ETF position peaked at $255K in Q2 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.