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Disclosery

FundX Investment Group, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FundX Investment Group, LLC on IWF, newest first. How the timeline and the estimate are built.

FundX Investment Group, LLC held 2,815 IWF 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 2,815 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $860,000.

    13F-HR 0001172661-22-000184 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 2,814 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $771,000.

    13F-HR 0001172661-21-002104 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 2,814 shares
    Change vs previous 13F -1,619 shares

    0.18% of the 13F portfolio, value $416,000.

    13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 4,433 shares
    Change vs previous 13F -1,858 shares

    0.61% of the 13F portfolio, value $1,077,000.

    13F-HR 0001172661-21-001050 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 6,291 shares
    Change vs previous 13F +450 shares

    0.63% of the 13F portfolio, value $1,517,000.

    13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 5,841 shares
    Change vs previous 13F +3,420 shares

    0.49% of the 13F portfolio, value $1,267,000.

    13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 2,421 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $465,000.

    13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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