Csenge Advisory Group’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,893	Closed	-$1.56M	–	664
2021 Q4	$1.56M	Sell	11,893 -351	-3%	-$47.3K	0.14%	125
2021 Q3	$1.55M	Buy	12,244 +351	+3%	+$45.8K	0.13%	139
2021 Q2	$1.56M	Buy	11,893 +8,896	+297%	+$1.19M	0.14%	125
2021 Q1	$380K	Buy	+2,997	New	+$358K	0.04%	339
2018 Q4	–	Sell	-135	Closed	-$12K	–	830
2018 Q3	$12K	Buy	+135	New	+$13.6K	﹤0.01%	477

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Csenge Advisory Group's IYM Position: Q1 2022 in Review

Csenge Advisory Group sold out of iShares US Basic Materials ETF (IYM) in Q1 2022, closing a stake of 11,893 shares — an estimated $1.56M sold.

Csenge Advisory Group first reported a position in IYM in Q3 2018 and held it in 5 quarters. The position peaked at $1.56M in Q4 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q1 2022.

Csenge Advisory Group reported no remaining iShares US Basic Materials ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 11,893 iShares US Basic Materials ETF shares in Q1 2022, an estimated $1.56M.
Csenge Advisory Group first reported a position in iShares US Basic Materials ETF in Q3 2018 and held it in 5 quarters.
Csenge Advisory Group's iShares US Basic Materials ETF position peaked at $1.56M in Q4 2021.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.