Mendel Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Mendel Capital 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
2025 Q2	–	Sell	-3,430	Closed	-$209K	–	98
2025 Q1	$209K	Sell	3,430 -67	-2%	-$4.09K	0.13%	92
2024 Q4	$204K	Sell	3,497 -352	-9%	-$21.8K	0.12%	89
2024 Q3	$250K	Sell	3,849 -652	-14%	-$41.7K	0.15%	84
2024 Q2	$276K	Sell	4,501 -136	-3%	-$8.18K	0.18%	85
2024 Q1	$287K	Sell	4,637 -103	-2%	-$6.19K	0.19%	83
2023 Q4	$271K	Buy	4,740 +130	+3%	+$7.08K	0.19%	79
2023 Q3	$249K	Buy	4,610 +150	+3%	+$8.38K	0.2%	78
2023 Q2	$250K	Buy	+4,460	New	+$248K	0.2%	77

Other funds holding IYH

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCH

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

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

Mendel Capital Management's IYH Position: Q2 2025 in Review

Mendel Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2025, closing a stake of 3,430 shares — an estimated $209K sold.

Mendel Capital Management first reported a position in IYH in Q2 2023 and held it in 8 quarters. The position peaked at $287K in Q1 2024. 483 funds tracked by Wall St. Rank hold IYH as of Q2 2025.

Mendel Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Mendel Capital Management sold 3,430 iShares US Healthcare ETF shares in Q2 2025, an estimated $209K.
Mendel Capital Management first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 8 quarters.
Mendel Capital Management's iShares US Healthcare ETF position peaked at $287K in Q1 2024.
483 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2025.

Based on Mendel Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.