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 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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PCH

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Csenge Advisory Group's IYJ Position: Q2 2024 in Review

Csenge Advisory Group sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 10,694 shares — an estimated $1.34M sold.

Csenge Advisory Group first reported a position in IYJ in Q1 2021 and held it in 8 quarters. The position peaked at $1.82M in Q3 2021. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

Csenge Advisory Group reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
Csenge Advisory Group sold 10,694 iShares US Industrials ETF shares in Q2 2024, an estimated $1.34M.
Csenge Advisory Group first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 8 quarters.
Csenge Advisory Group's iShares US Industrials ETF position peaked at $1.82M in Q3 2021.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.