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
2025 Q3	$300K	Hold
2025 Q2	$286K	Hold
2025 Q1	$263K	Hold
2024 Q4	$260K	Hold
2024 Q3	$238K	Hold
2024 Q2	$218K	Hold
2024 Q1	$222K	Buy
2022 Q2	–	Sell
2022 Q1	$200K	Buy