Csenge Advisory Group’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,371	Closed	-$801K	–	568
2021 Q1	$801K	Buy	13,371 +2,319	+21%	+$136K	0.08%	187
2020 Q4	$639K	Buy	11,052 +144	+1%	+$7.64K	0.08%	189
2020 Q3	$543K	Buy	10,908 +4,092	+60%	+$195K	0.07%	207
2020 Q2	$290K	Buy	+6,816	New	+$275K	0.04%	278

Other funds holding IYK

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Csenge Advisory Group's IYK Position: Q2 2021 in Review

Csenge Advisory Group sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 13,371 shares — an estimated $801K sold.

Csenge Advisory Group first reported a position in IYK in Q2 2020 and held it in 4 quarters. The position peaked at $801K in Q1 2021. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Csenge Advisory Group reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Csenge Advisory Group sold 13,371 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $801K.
Csenge Advisory Group first reported a position in iShares US Consumer Staples ETF in Q2 2020 and held it in 4 quarters.
Csenge Advisory Group's iShares US Consumer Staples ETF position peaked at $801K in Q1 2021.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Csenge Advisory Group's 13F filing for Q2 2021, filed 21 Jul 2021.