AIM
IYG icon

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
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

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