IWY ISHARES TR

Ownership history in Csenge Advisory Group  ·  19 quarters on record

This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in ISHARES TR (IWY). 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
0.67% (2020 Q2)
Avg. % of fund
0.1%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 948 -2,229 -70.2% 0.01% $259K $273.17
2024 Q4 REDUCED 3,177 -169 -5.1% 0.04% $747K $234.13
2024 Q2 REDUCED 3,346 -2,901 -46.4% 0.04% $718K $212.97
2024 Q1 ADDED 6,247 +241 +4.0% 0.07% $1.2M $193.51
2023 Q4 ADDED 6,006 +1,891 +46.0% 0.07% $1.1M $173.57
2023 Q3 REDUCED 4,115 -3,606 -46.7% 0.04% $633K $152.05
2023 Q2 REDUCED 7,721 -173 -2.2% 0.08% $1.2M $156.42
2023 Q1 ADDED 7,894 +2,994 +61.1% 0.08% $1.1M $136.85
2022 Q4 ADDED 4,900 +3 +0.1% 0.05% $591K $118.49
2022 Q3 REDUCED 4,897 -4,536 -48.1% 0.05% $585K $117.19
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWY price (monthly, adj. close)
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