Csenge Advisory Group’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,648	Closed	-$899K	–	665
2021 Q4	$899K	Buy	+13,648	New	+$912K	0.08%	218
2021 Q3	–	Sell	-13,648	Closed	-$899K	–	590
2021 Q2	$899K	Buy	13,648 +9,040	+196%	+$604K	0.08%	218
2021 Q1	$302K	Buy	+4,608	New	+$270K	0.03%	385
2020 Q4	–	Sell	-12,560	Closed	-$633K	–	444
2020 Q3	$633K	Buy	+12,560	New	+$588K	0.09%	181

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

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

Csenge Advisory Group sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 13,648 shares — an estimated $899K sold.

Csenge Advisory Group first reported a position in IYT in Q3 2020 and held it in 4 quarters. The position peaked at $899K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

Csenge Advisory Group reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 13,648 iShares US Transportation ETF shares in Q1 2022, an estimated $899K.
Csenge Advisory Group first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 4 quarters.
Csenge Advisory Group's iShares US Transportation ETF position peaked at $899K in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

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