Athena Investment Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$222K | 0.13% | 137 |
|
|
2022
Q2 | – | Sell |
-3,345
| Closed | -$200K | – | 134 |
|
|
2022
Q1 | $200K | Buy |
+3,345
| New | +$200K | 0.16% | 115 |
|