FundX Investment Group, LLC: IWY position timeline

FundX Investment Group, LLC held 39,507 IWY 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 39,507 shares

   Change vs previous 13F +2,542 shares

   1.67% of the 13F portfolio, value $6,849,000.

   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 36,965 shares

   Change vs previous 13F +2,607 shares

   2.67% of the 13F portfolio, value $5,643,000.

   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 ended2021-06-30

   13F 34,358 shares

   Change vs previous 13F -59,541 shares

   1.42% of the 13F portfolio, value $3,195,000.

   13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
   Filed 2021-07-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 93,899 shares

   Change vs previous 13F -81,594 shares

   7.13% of the 13F portfolio, value $12,633,000.

   13F-HR 0001172661-21-001050 filed by FundX Investment Group, LLC
   Filed 2021-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 175,493 shares

   Change vs previous 13F -46,850 shares

   9.75% of the 13F portfolio, value $23,348,000.

   13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 222,343 shares

   Change vs previous 13F +116,547 shares

   10.38% of the 13F portfolio, value $26,986,000.

   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).

7. period ended2020-06-30

   13F 105,796 shares

   Change vs previous 13F not available

   4.77% of the 13F portfolio, value $11,280,000.

   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).