EPOL — ISHARES TR

Ownership history in Csenge Advisory Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in ISHARES TR (EPOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.22% (2025 Q4)
Avg. % of fund
0.14%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 140,848 +5,938 +4.4% 0.22% $5.0M $35.19
2025 Q3 ADDED 134,910 +114,286 +554.1% 0.21% $4.3M $31.15
2024 Q3 ADDED 20,624 +5,664 +37.9% 0.03% $492K $22.21
2018 Q1 ADDED 14,960 +2,031 +15.7% 0.13% $375K $19.97
2017 Q4 ADDED 12,929 +1,232 +10.5% 0.13% $350K $21.55
2017 Q3 INITIATED 11,697 — — 0.12% $310K —
% of Fund (quarterly)    EPOL price (monthly, adj. close)

Other funds also holding EPOL

As of 2025 Q4 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 3.39% Accordant Advisory Group Inc 1.33% Spectrum Strategic Capital Management, LLC 1.29% Fluent Financial, LLC 3Y 7Y 0.96% Cobblestone Asset Management LLC 0.63% MANCHESTER FINANCIAL INC 3Y 7Y 0.62% Mount Lucas Management LP 3Y 7Y 0.41% Nilsine Partners, LLC 0.31% Kaizen Financial Strategies 3Y 0.28% Sepio Capital, LP 3Y 7Y 0.26%
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