Csenge Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-46,062	Closed	-$5M	–	666
2021 Q4	$5M	Buy	+46,062	New	+$5.29M	0.44%	47
2021 Q3	–	Sell	-46,062	Closed	-$5M	–	591
2021 Q2	$5M	Buy	46,062 +35,369	+331%	+$3.72M	0.44%	47
2021 Q1	$1.11M	Buy	+10,693	New	+$1.04M	0.11%	144

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Csenge Advisory Group sold out of iShares Dow Jones US ETF (IYY) in Q1 2022, closing a stake of 46,062 shares — an estimated $5M sold.

Csenge Advisory Group first reported a position in IYY in Q1 2021 and held it in 3 quarters. The position peaked at $5M in Q4 2021. 197 funds tracked by Wall St. Rank hold IYY as of Q1 2022.

Csenge Advisory Group reported no remaining iShares Dow Jones US ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 46,062 iShares Dow Jones US ETF shares in Q1 2022, an estimated $5M.
Csenge Advisory Group first reported a position in iShares Dow Jones US ETF in Q1 2021 and held it in 3 quarters.
Csenge Advisory Group's iShares Dow Jones US ETF position peaked at $5M in Q4 2021.
197 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2022.

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