Athena Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
712
-6
| -0.8% | -$2.04K | 0.14% | 137 |
|
|
2025
Q1 | $220K | Hold |
718
| – | – | 0.13% | 135 |
|
|
2024
Q4 | $231K | Sell |
718
-16
| -2% | -$5.16K | 0.13% | 139 |
|
|
2024
Q3 | $231K | Hold |
734
| – | – | 0.13% | 139 |
|
|
2024
Q2 | $219K | Hold |
734
| – | – | 0.13% | 138 |
|
|
2024
Q1 | $212K | Buy |
+734
| New | +$212K | 0.13% | 145 |
|