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Csenge Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Csenge Advisory Group’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41M Sell
9,568
-301
-3% -$69.1K 0.1% 184
2026
Q1 		$1.79M Sell
9,869
-34
-0.3% -$6.57K 0.08% 200
2025
Q4 		$1.98M Sell
9,903
-181
-2% -$36.2K 0.09% 186
2025
Q3 		$1.98M Sell
10,084
-9,263
-48% -$1.69M 0.09% 178
2025
Q2 		$3.06M Sell
19,347
-782
-4% -$119K 0.16% 112
2025
Q1 		$2.64M Buy
20,129
+1,650
+9% +$257K 0.15% 125
2024
Q4 		$2.95M Sell
18,479
-1,234
-6% -$195K 0.16% 113
2024
Q3 		$3.06M Sell
19,713
-1,017
-5% -$150K 0.16% 115
2024
Q2 		$3.12M Sell
20,730
-7,545
-27% -$1.04M 0.18% 104
2024
Q1 		$3.82M Buy
28,275
+918
+3% +$119K 0.21% 89
2023
Q4 		$3.36M Sell
27,357
-80
-0.3% -$9.06K 0.21% 87
2023
Q3 		$2.88M Sell
27,437
-11,975
-30% -$1.3M 0.2% 97
2023
Q2 		$4.29M Sell
39,412
-12,152
-24% -$1.19M 0.29% 69
2023
Q1 		$4.79M Sell
51,564
-52,231
-50% -$4.38M 0.35% 58
2022
Q4 		$7.73M Buy
103,795
+16,565
+19% +$1.27M 0.6% 35
2022
Q3 		$6.4M Sell
87,230
-1,451
-2% -$123K 0.53% 38
2022
Q2 		$7.09M Sell
88,681
-12,772
-13% -$1.13M 0.59% 32
2022
Q1 		$10.5M Buy
101,453
+22,498
+28% +$2.3M 0.83% 19
2021
Q4 		$7.85M Buy
78,955
+3,854
+5% +$428K 0.7% 27
2021
Q3 		$7.7M Sell
75,101
-3,854
-5% -$402K 0.65% 28
2021
Q2 		$7.85M Sell
78,955
-6,950
-8% -$648K 0.7% 27
2021
Q1 		$8.07M Sell
85,905
-10,930
-11% -$958K 0.83% 22
2020
Q4 		$8.24M Sell
96,835
-6,233
-6% -$498K 0.98% 20
2020
Q3 		$7.74M Buy
103,068
+7,436
+8% +$543K 1.06% 19
2020
Q2 		$6.45M Buy
+95,632
New +$5.77M 0.93% 25
2018
Q4 		– Sell
-40
Closed -$1K – 831
2018
Q3 		$1K Buy
+40
New +$1.89K ﹤0.01% 877

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Csenge Advisory Group's IYW Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, selling an estimated $69.1K and leaving 9,568 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #184.

Csenge Advisory Group first reported a position in IYW in Q3 2018 and has held it in 26 quarters since. The position peaked at $10.5M in Q1 2022. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Csenge Advisory Group held 9,568 shares of iShares US Technology ETF worth $2.41M as of Q2 2026.
  • Csenge Advisory Group sold 301 iShares US Technology ETF shares in Q2 2026, an estimated $69.1K.
  • iShares US Technology ETF made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #184 holding.
  • Csenge Advisory Group first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 26 quarters since.
  • Csenge Advisory Group's iShares US Technology ETF position peaked at $10.5M in Q1 2022.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.