Athena Investment Management’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
6,546
| – | – | 0.21% | 107 |
|
|
2025
Q1 | $399K | Hold |
6,546
| – | – | 0.24% | 98 |
|
|
2024
Q4 | $381K | Hold |
6,546
| – | – | 0.22% | 104 |
|
|
2024
Q3 | $425K | Buy |
6,546
+6
| +0.1% | +$390 | 0.24% | 97 |
|
|
2024
Q2 | $401K | Hold |
6,540
| – | – | 0.24% | 97 |
|
|
2024
Q1 | $405K | Sell |
6,540
-10
| -0.2% | -$619 | 0.24% | 99 |
|
|
2023
Q4 | $375K | Hold |
6,550
| – | – | 0.24% | 96 |
|
|
2023
Q3 | $354K | Hold |
6,550
| – | – | 0.25% | 94 |
|
|
2023
Q2 | $367K | Hold |
6,550
| – | – | 0.25% | 94 |
|
|
2023
Q1 | $358K | Hold |
6,550
| – | – | 0.26% | 96 |
|
|
2022
Q4 | $372K | Hold |
6,550
| – | – | 0.27% | 89 |
|
|
2022
Q3 | $331K | Hold |
6,550
| – | – | 0.28% | 87 |
|
|
2022
Q2 | $352K | Buy |
+6,550
| New | +$352K | 0.28% | 88 |
|