Mendel Capital Management’s iShares US Technology ETF IYW Stock Holding History

Mendel Capital Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4M	Sell	84,767 -1,341	-2%	-$308K	9.62%	2
2026 Q1	$15.6M	Buy	+86,108	New	+$16.6M	7.86%	2
2025 Q3	$17.6M	Sell	89,975 -670	-0.7%	-$123K	9.24%	2
2025 Q2	$15.7M	Sell	90,645 -3,320	-4%	-$503K	8.95%	2
2025 Q1	$13.2M	Sell	93,965 -1,427	-1%	-$222K	7.99%	3
2024 Q4	$15.2M	Sell	95,392 -2,216	-2%	-$351K	9.23%	2
2024 Q3	$14.8M	Sell	97,608 -6,711	-6%	-$987K	9.08%	2
2024 Q2	$15.7M	Sell	104,319 -3,241	-3%	-$448K	10.15%	2
2024 Q1	$14.5M	Sell	107,560 -2,726	-2%	-$355K	9.62%	2
2023 Q4	$13.5M	Buy	110,286 +258	+0.2%	+$29.2K	9.73%	2
2023 Q3	$11.5M	Sell	110,028 -1,119	-1%	-$122K	9.48%	3
2023 Q2	$12.1M	Sell	111,147 -7,387	-6%	-$726K	9.68%	3
2023 Q1	$11M	Sell	118,534 -1,191	-1%	-$100K	9.94%	3
2022 Q4	$8.92M	Sell	119,725 -2,607	-2%	-$199K	9.3%	4
2022 Q3	$8.97M	Sell	122,332 -10,557	-8%	-$895K	10.53%	3
2022 Q2	$10.6M	Sell	132,889 -4,204	-3%	-$372K	11.89%	3
2022 Q1	$14.1M	Sell	137,093 -1,241	-0.9%	-$127K	13.36%	2
2021 Q4	$15.9M	Buy	+138,334	New	+$15.4M	14.58%	2

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Mendel Capital Management's IYW Position: Q2 2026 in Review

Mendel Capital Management reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q2 2026, selling an estimated $308K and leaving 84,767 shares worth $21.4M. The position accounts for 9.62% of the portfolio, ranked #2.

Mendel Capital Management first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Mendel Capital Management held 84,767 shares of iShares US Technology ETF worth $21.4M as of Q2 2026.
Mendel Capital Management sold 1,341 iShares US Technology ETF shares in Q2 2026, an estimated $308K.
iShares US Technology ETF made up 9.62% of Mendel Capital Management's portfolio in Q2 2026, its #2 holding.
Mendel Capital Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.