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Disclosery

FundX Investment Group, LLC: IYW position timeline

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

FundX Investment Group, LLC held 0 IYW shares at 2021-06-30 per its 13F-HR filed 2021-07-27.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -3,820 shares

    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).

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

  2. period ended2021-03-31
    13F 3,820 shares
    Change vs previous 13F -18,085 shares

    0.19% of the 13F portfolio, value $335,000.

    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).

  3. period ended2020-12-31
    13F 21,905 shares
    Change vs previous 13F +11,656 shares

    0.78% of the 13F portfolio, value $1,864,000.

    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).

  4. period ended2020-09-30
    13F 10,249 shares
    Change vs previous 13F +2,110 shares

    1.19% of the 13F portfolio, value $3,086,000.

    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).

  5. period ended2020-06-30
    13F 8,139 shares
    Change vs previous 13F -5 shares

    0.93% of the 13F portfolio, value $2,196,000.

    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).

  6. period ended2020-03-31
    13F 8,144 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,665,000.

    13F-HR 0001172661-20-001090 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).