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Csenge Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Csenge Advisory Group’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Sell
3,593
-65
-2% -$4.07K 0.01% 680
2026
Q1 		$225K Sell
3,658
-210
-5% -$13.6K 0.01% 675
2025
Q4 		$252K Sell
3,868
-2,793
-42% -$176K 0.01% 630
2025
Q3 		$391K Buy
6,661
+42
+0.6% +$2.39K 0.02% 480
2025
Q2 		$367K Hold
6,619
– – 0.02% 502
2025
Q1 		$373K Buy
6,619
+17
+0.3% +$1.04K 0.02% 471
2024
Q4 		$385K Sell
6,602
-1,021
-13% -$63.1K 0.02% 496
2024
Q3 		$495K Sell
7,623
-641
-8% -$41K 0.03% 424
2024
Q2 		$506K Sell
8,264
-23,194
-74% -$1.4M 0.03% 394
2024
Q1 		$1.95M Buy
31,458
+1,758
+6% +$106K 0.11% 150
2023
Q4 		$1.7M Sell
29,700
-7,465
-20% -$406K 0.11% 159
2023
Q3 		$2.01M Buy
37,165
+5,240
+16% +$293K 0.14% 131
2023
Q2 		$1.79M Buy
31,925
+4,155
+15% +$231K 0.12% 139
2023
Q1 		$1.52M Buy
27,770
+1,665
+6% +$91.4K 0.11% 152
2022
Q4 		$1.48M Buy
26,105
+5,225
+25% +$288K 0.11% 159
2022
Q3 		$1.06M Buy
20,880
+715
+4% +$38.6K 0.09% 192
2022
Q2 		$1.08M Sell
20,165
-5,205
-21% -$286K 0.09% 191
2022
Q1 		$1.47M Buy
25,370
+14,220
+128% +$794K 0.12% 157
2021
Q4 		$614K Buy
11,150
+600
+6% +$34.3K 0.05% 297
2021
Q3 		$582K Sell
10,550
-600
-5% -$34.3K 0.05% 330
2021
Q2 		$614K Sell
11,150
-635
-5% -$33.6K 0.05% 298
2021
Q1 		$601K Sell
11,785
-123,755
-91% -$6.22M 0.06% 241
2020
Q4 		$6.67M Buy
135,540
+150
+0.1% +$7.08K 0.8% 24
2020
Q3 		$6.14M Buy
135,390
+35,150
+35% +$1.59M 0.84% 29
2020
Q2 		$4.32M Buy
+100,240
New +$4.23M 0.62% 38

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Csenge Advisory Group reduced its iShares US Healthcare ETF (IYH) stake by 1.8% in Q2 2026, selling an estimated $4.07K and leaving 3,593 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #680.

Csenge Advisory Group first reported a position in IYH in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.67M in Q4 2020. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Csenge Advisory Group held 3,593 shares of iShares US Healthcare ETF worth $241K as of Q2 2026.
  • Csenge Advisory Group sold 65 iShares US Healthcare ETF shares in Q2 2026, an estimated $4.07K.
  • iShares US Healthcare ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #680 holding.
  • Csenge Advisory Group first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 25 quarters since.
  • Csenge Advisory Group's iShares US Healthcare ETF position peaked at $6.67M in Q4 2020.
  • 531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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