FundX Investment Group, LLC: IVW position timeline

FundX Investment Group, LLC held 4,595 IVW shares at 2021-12-31 per its 13F-HR filed 2022-01-26.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 4,595 shares

   Change vs previous 13F -8,724 shares

   0.09% of the 13F portfolio, value $384,000.

   13F-HR 0001172661-22-000184 filed by FundX Investment Group, LLC
   Filed 2022-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 13,319 shares

   Change vs previous 13F +13,319 shares

   0.46% of the 13F portfolio, value $984,000.

   13F-HR 0001172661-21-002104 filed by FundX Investment Group, LLC
   Filed 2021-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2020-09-30

   13F 0 shares

   Change vs previous 13F -1,400 shares

   13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
   Filed 2020-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2020-06-30

   13F 1,400 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $290,000.

   13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
   Filed 2020-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

5. period ended2020-03-31

   13F 1,400 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $231,000.

   13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
   Filed 2020-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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