Athena Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Athena Investment Management’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Hold	3,345	–	–	0.18%	100
2026 Q1	$277K	Hold	3,345	–	–	0.14%	122
2025 Q4	$309K	Hold	3,345	–	–	0.16%	117
2025 Q3	$300K	Hold	3,345	–	–	0.16%	121
2025 Q2	$286K	Hold	3,345	–	–	0.16%	123
2025 Q1	$263K	Hold	3,345	–	–	0.16%	125
2024 Q4	$260K	Hold	3,345	–	–	0.15%	127
2024 Q3	$238K	Hold	3,345	–	–	0.14%	136
2024 Q2	$218K	Hold	3,345	–	–	0.13%	139
2024 Q1	$222K	Buy	+3,345	New	+$208K	0.13%	137
2022 Q2	–	Sell	-3,345	Closed	-$200K	–	134
2022 Q1	$200K	Buy	+3,345	New	+$211K	0.16%	115

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Athena Investment Management's IYG Position: Q2 2026 in Review

Athena Investment Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,345 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #100.

Athena Investment Management first reported a position in IYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $309K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Athena Investment Management held 3,345 shares of iShares US Financial Services ETF worth $303K as of Q2 2026.
Athena Investment Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.18% of Athena Investment Management's portfolio in Q2 2026, its #100 holding.
Athena Investment Management first reported a position in iShares US Financial Services ETF in Q1 2022 and has held it in 11 quarters since.
Athena Investment Management's iShares US Financial Services ETF position peaked at $309K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.