Athena Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403K	Hold	6,546	–	–	0.21%	100
2025 Q4	$426K	Hold	6,546	–	–	0.22%	101
2025 Q3	$384K	Hold	6,546	–	–	0.2%	105
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%	+$383	0.24%	97
2024 Q2	$401K	Hold	6,540	–	–	0.24%	97
2024 Q1	$405K	Sell	6,540 -10	-0.2%	-$601	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	+$360K	0.28%	88

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Athena Investment Management's IYH Position: Q1 2026 in Review

Athena Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2026 at 6,546 shares worth $403K. The position accounts for 0.21% of the portfolio, ranked #100.

Athena Investment Management first reported a position in IYH in Q2 2022 and has held it in 16 quarters since. The position peaked at $426K in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Athena Investment Management held 6,546 shares of iShares US Healthcare ETF worth $403K as of Q1 2026.
Athena Investment Management left its iShares US Healthcare ETF share count unchanged in Q1 2026.
iShares US Healthcare ETF made up 0.21% of Athena Investment Management's portfolio in Q1 2026, its #100 holding.
Athena Investment Management first reported a position in iShares US Healthcare ETF in Q2 2022 and has held it in 16 quarters since.
Athena Investment Management's iShares US Healthcare ETF position peaked at $426K in Q4 2025.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.