MCM
Mendel Capital Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
90,645
-3,320
| -4% | -$575K | 8.95% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
93,965
-1,427
| -1% | -$200K | 7.99% | 3 |
|
|
2024
Q4 | $15.2M | Sell |
95,392
-2,216
| -2% | -$353K | 9.23% | 2 |
|
|
2024
Q3 | $14.8M | Sell |
97,608
-6,711
| -6% | -$1.02M | 9.08% | 2 |
|
|
2024
Q2 | $15.7M | Sell |
104,319
-3,241
| -3% | -$488K | 10.15% | 2 |
|
|
2024
Q1 | $14.5M | Sell |
107,560
-2,726
| -2% | -$368K | 9.62% | 2 |
|
|
2023
Q4 | $13.5M | Buy |
110,286
+258
| +0.2% | +$31.7K | 9.73% | 2 |
|
|
2023
Q3 | $11.5M | Sell |
110,028
-1,119
| -1% | -$117K | 9.48% | 3 |
|
|
2023
Q2 | $12.1M | Sell |
111,147
-7,387
| -6% | -$804K | 9.68% | 3 |
|
|
2023
Q1 | $11M | Sell |
118,534
-1,191
| -1% | -$111K | 9.94% | 3 |
|
|
2022
Q4 | $8.92M | Sell |
119,725
-2,607
| -2% | -$194K | 9.3% | 4 |
|
|
2022
Q3 | $8.98M | Sell |
122,332
-10,557
| -8% | -$775K | 10.53% | 3 |
|
|
2022
Q2 | $10.6M | Sell |
132,889
-4,204
| -3% | -$336K | 11.89% | 3 |
|
|
2022
Q1 | $14.1M | Sell |
137,093
-1,241
| -0.9% | -$128K | 13.36% | 2 |
|
|
2021
Q4 | $15.9M | Buy |
+138,334
| New | +$15.9M | 14.58% | 2 |
|