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Csenge Advisory Group’s iShares US Industrials ETF IYJ Stock Holding History

Csenge Advisory Group’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,694
Closed -$1.34M – 713
2024
Q1 		$1.34M Buy
10,694
+1,425
+15% +$168K 0.08% 206
2023
Q4 		$1.06M Buy
+9,269
New +$969K 0.07% 223
2023
Q2 		– Sell
-7,328
Closed -$734K – 679
2023
Q1 		$734K Sell
7,328
-10,871
-60% -$1.09M 0.05% 266
2022
Q4 		$1.76M Buy
+18,199
New +$1.72M 0.14% 141
2022
Q1 		– Sell
-8,834
Closed -$987K – 663
2021
Q4 		$987K Sell
8,834
-7,901
-47% -$876K 0.09% 198
2021
Q3 		$1.82M Buy
16,735
+7,901
+89% +$887K 0.15% 115
2021
Q2 		$987K Buy
8,834
+6,020
+214% +$664K 0.09% 198
2021
Q1 		$307K Buy
+2,814
New +$282K 0.03% 380

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return