Mendel Capital Management LLC: IYW position timeline

Mendel Capital Management LLC held 84,767 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 84,767 shares

   Change vs previous 13F -1,341 shares

   9.62% of the 13F portfolio, value $21,380,731.

   13F-HR 0001911384-26-000008 filed by Mendel Capital Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 86,108 shares

   Change vs previous 13F -3,867 shares

   7.86% of the 13F portfolio, value $15,621,800.

   13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 89,975 shares

   Change vs previous 13F -670 shares

   9.24% of the 13F portfolio, value $17,622,514.

   13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 90,645 shares

   Change vs previous 13F -3,320 shares

   8.95% of the 13F portfolio, value $15,705,978.

   13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 93,965 shares

   Change vs previous 13F -1,427 shares

   7.99% of the 13F portfolio, value $13,196,383.

   13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 95,392 shares

   Change vs previous 13F -2,216 shares

   9.23% of the 13F portfolio, value $15,216,873.

   13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 97,608 shares

   Change vs previous 13F not available

   9.08% of the 13F portfolio, value $14,799,309.

   13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).