Mendel Capital 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 | – | Sell |
-3,430
| Closed | -$209K | – | 98 |
|
|
2025
Q1 | $209K | Sell |
3,430
-67
| -2% | -$4.08K | 0.13% | 92 |
|
|
2024
Q4 | $204K | Sell |
3,497
-352
| -9% | -$20.5K | 0.12% | 89 |
|
|
2024
Q3 | $250K | Sell |
3,849
-652
| -14% | -$42.4K | 0.15% | 84 |
|
|
2024
Q2 | $276K | Sell |
4,501
-136
| -3% | -$8.33K | 0.18% | 85 |
|
|
2024
Q1 | $287K | Sell |
4,637
-103
| -2% | -$6.38K | 0.19% | 83 |
|
|
2023
Q4 | $271K | Buy |
4,740
+130
| +3% | +$7.44K | 0.19% | 79 |
|
|
2023
Q3 | $249K | Buy |
4,610
+150
| +3% | +$8.1K | 0.2% | 78 |
|
|
2023
Q2 | $250K | Buy |
+4,460
| New | +$250K | 0.2% | 77 |
|