<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IWY filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IWY compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>IWY: filing for 2026-06-30 -- 23 added, 31 dropped, turnover 28.5%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>111 positions became 103: 23 added (10.67% of the fund), 31 dropped (3.69%). Turnover proxy 28.5%. Largest increases: ADVANCED MICRO DEVICES INC 0.81% to 3.25%; ALPHABET INC 3.94% to 6.37%; ALPHABET INC 3.2% to 5.14%; APPLIED MATERIALS INC 0.33% to 1.97%; CATERPILLAR INC 0.17% to 1.67%; BROADCOM INC 4.31% to 5.64%. Largest decreases: APPLE INC 13.13% to 7.14%; MICROSOFT CORP 9.91% to 4.56%; AMAZON.COM INC 4.46% to 0.67%; ABBVIE INC 1.64% to 0.12%; COSTCO WHOLESALE CORP 1.88% to 0.63%; NETFLIX INC 1.73% to 1.03%. New: MICRON TECHNOLOGY INC (4.87%), SANDISK CORP (1.14%), WESTERN DIGITAL CORP (0.74%), CORNING INC (0.7%), VERTIV HOLDINGS COMPANY (0.44%), QUANTA SERVICES INC (0.37%). Gone: Vertex Pharmaceuticals Incorporated (0.48%), O&apos;Reilly Automotive Inc. (0.3%), Aon PLC (0.27%), Synopsys Inc (0.24%), Autodesk Inc (0.22%), Snowflake Inc (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2026 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2026-03-31 -- 0 added, 0 dropped, turnover 4.6%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>111 positions became 111: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: NVIDIA Corp. 13.97% to 14.62%; Broadcom Inc 3.8% to 4.31%; Apple Inc. 12.7% to 13.13%; Amazon.com, Inc. 4.08% to 4.46%; Costco Wholesale Corporation 1.51% to 1.88%; GE Vernova Inc. 0.71% to 1%. Largest decreases: Microsoft Corp. 11.52% to 9.91%; Eli Lilly &amp;amp; Co. 3.15% to 2.88%; Oracle Corp. 1.3% to 1.05%; Applovin Corp. 0.63% to 0.4%; Intuit Inc 0.71% to 0.5%; Palantir Technologies Inc 1.53% to 1.36%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 May 2026 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2025-12-31 -- 0 added, 1 dropped, turnover 5.8%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 111: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 5.8%. Largest increases: Alphabet Inc 2.44% to 3.83%; Alphabet Inc 1.99% to 3.12%; Eli Lilly &amp;amp; Co 2.29% to 3.15%; Advanced Micro Devices Inc 0.57% to 0.8%; Lam Research Corp 0.64% to 0.85%; Intuitive Surgical Inc 0.6% to 0.79%. Largest decreases: Microsoft Corp 12.99% to 11.52%; Broadcom Inc 5.17% to 3.8%; NVIDIA Corp 14.77% to 13.97%; Oracle Corp 1.74% to 1.3%; Tesla Inc 4.02% to 3.6%; Netflix Inc 1.9% to 1.57%. Gone: CHICAGO MERCANTILE EXCHANGE INC. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Feb 2026 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2025-09-30 -- 1 added, 0 dropped, turnover 8%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>111 positions became 112: 1 added (0.02% of the fund), 0 dropped (0%). Turnover proxy 8%. Largest increases: NVIDIA Corp 12.28% to 14.77%; Apple Inc 10.16% to 12.56%; Microsoft Corp 12.21% to 12.99%; Tesla Inc 3.46% to 4.02%; Broadcom Inc 4.63% to 5.17%; AppLovin Corp 0.36% to 0.64%. Largest decreases: Amazon.com Inc 5.51% to 4.11%; Meta Platforms Inc 4.91% to 3.75%; Netflix Inc 2.43% to 1.9%; Visa Inc 2.58% to 2.17%; BLACKROCK CASH FUNDS 0.52% to 0.13%; Eli Lilly &amp;amp; Co 2.67% to 2.29%. New: Schlumberger NV (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Nov 2025 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2025-06-30 -- 18 added, 14 dropped, turnover 16%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>107 positions became 111: 18 added (3.81% of the fund), 14 dropped (2.59%). Turnover proxy 16%. Largest increases: NVIDIA Corp 9.26% to 12.28%; Microsoft Corp 10.14% to 12.21%; Broadcom Inc 3.15% to 4.63%; General Electric Co 0.23% to 1.16%; Meta Platforms Inc 4.26% to 4.91%; AbbVie Inc 0.8% to 1.41%. Largest decreases: Apple Inc 11.76% to 10.16%; Amazon.com Inc 6.81% to 5.51%; Alphabet Inc 3.48% to 2.39%; Alphabet Inc 2.91% to 1.96%; Salesforce Inc 1.05% to 0.12%; PepsiCo Inc 0.82% to 0.11%. New: Palantir Technologies Inc (1.27%), GE Vernova Inc (0.62%), AppLovin Corp (0.36%), Aon PLC (0.3%), Marriott International Inc/MD (0.2%), NU Holdings Ltd/Cayman Islands (0.19%). Gone: Merck &amp;amp; Co Inc (1.14%), Procter &amp;amp; Gamble Co/The (0.45%), NIKE Inc (0.23%), Lululemon Athletica Inc (0.16%), UnitedHealth Group Inc (0.16%), Honeywell International Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Aug 2025 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2025-03-31 -- 0 added, 0 dropped, turnover 10.9%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>107 positions became 107: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 10.9%. Largest increases: Visa Inc 1.89% to 3.03%; Eli Lilly &amp;amp; Co 2.34% to 3.2%; Mastercard Inc 1.63% to 2.24%; Costco Wholesale Corp 1.54% to 2.1%; Netflix Inc 1.44% to 2%; AbbVie Inc 0.52% to 0.8%. Largest decreases: NVIDIA Corp 11.9% to 9.26%; Apple Inc 13.58% to 11.76%; Microsoft Corp 11.87% to 10.14%; Amazon.com Inc 7.8% to 6.81%; Tesla Inc 4.25% to 3.4%; Broadcom Inc 3.99% to 3.15%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2024-12-31 -- 2 added, 3 dropped, turnover 5.7%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>108 positions became 107: 2 added (0.78% of the fund), 3 dropped (0.83%). Turnover proxy 5.7%. Largest increases: Tesla Inc 2.93% to 4.25%; Broadcom Inc 3.17% to 3.99%; Amazon.com Inc 6.99% to 7.8%; NVIDIA Corp 11.47% to 11.9%; Alphabet Inc 3.93% to 4.21%; Netflix Inc 1.22% to 1.44%. Largest decreases: Microsoft Corp 12.91% to 11.87%; Eli Lilly &amp;amp; Co 2.86% to 2.34%; Advanced Micro Devices Inc 0.7% to 0.49%; Merck &amp;amp; Co Inc 1.16% to 0.96%; Meta Platforms Inc 5.06% to 4.86%; Adobe Inc 0.93% to 0.75%. New: Arista Networks Inc (0.43%), Lam Research Corp (0.35%). Gone: Lam Research Corp (0.43%), Arista Networks Inc (0.4%), CHICAGO MERCANTILE EXCHANGE INC. (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Feb 2025 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2024-09-30 -- 19 added, 23 dropped, turnover 10.1%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 108: 19 added (2.51% of the fund), 23 dropped (3.74%). Turnover proxy 10.1%. Largest increases: Apple Inc 12.19% to 13.67%; Merck &amp;amp; Co Inc 0.23% to 1.16%; Tesla Inc 2.17% to 2.93%; Oracle Corp 0.36% to 1.08%; Meta Platforms Inc 4.42% to 5.06%; Broadcom Inc 2.75% to 3.17%. Largest decreases: UnitedHealth Group Inc 1.58% to 0.15%; AbbVie Inc 1.2% to 0.61%; Caterpillar Inc 0.51% to 0.11%; Alphabet Inc 4.29% to 3.93%; Alphabet Inc 3.65% to 3.32%; Microsoft Corp 13.2% to 12.91%. New: Cintas Corp (0.27%), Crowdstrike Holdings Inc (0.26%), Spotify Technology SA (0.22%), Apollo Global Management Inc (0.2%), Colgate-Palmolive Co (0.19%), Amphenol Corp (0.18%). Gone: Accenture PLC (0.76%), Thermo Fisher Scientific Inc (0.52%), Lowe&apos;s Cos Inc (0.37%), Deere &amp;amp; Co (0.36%), Target Corp (0.27%), Marriott International Inc/MD (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Nov 2024 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2024-06-30 -- 0 added, 0 dropped, turnover 5.1%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.1%. Largest increases: NVIDIA Corp 9.36% to 11.65%; Apple Inc 10.9% to 12.19%; Alphabet Inc 3.91% to 4.29%; Alphabet Inc 3.33% to 3.65%; Broadcom Inc 2.49% to 2.75%; Eli Lilly &amp;amp; Co 2.87% to 3.04%. Largest decreases: Microsoft Corp 13.65% to 13.2%; Home Depot Inc/The 1.67% to 1.37%; Mastercard Inc 1.74% to 1.45%; Visa Inc 1.94% to 1.66%; Meta Platforms Inc 4.68% to 4.42%; Salesforce Inc 0.93% to 0.72%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Aug 2024 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2024-03-31 -- 0 added, 0 dropped, turnover 6.8%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.8%. Largest increases: NVIDIA Corp 5.71% to 9.36%; Meta Platforms Inc 3.8% to 4.68%; Eli Lilly &amp;amp; Co 2.39% to 2.87%; Amazon.com Inc 6.64% to 7.08%; Broadcom Inc 2.33% to 2.49%; Netflix Inc 1.02% to 1.13%. Largest decreases: Apple Inc 13.77% to 10.9%; Tesla Inc 3.32% to 2.11%; Adobe Inc 1.33% to 0.99%; UnitedHealth Group Inc 2% to 1.69%; Accenture PLC 1.08% to 0.95%; Alphabet Inc 4.03% to 3.91%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2023-12-31 -- 1 added, 1 dropped, turnover 3.2%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 1 added (0.01% of the fund), 1 dropped (0.2%). Turnover proxy 3.2%. Largest increases: Microsoft Corp 12.9% to 13.57%; Broadcom Inc 1.84% to 2.33%; Amazon.com Inc 6.29% to 6.64%; Meta Platforms Inc 3.64% to 3.8%; Advanced Micro Devices Inc 0.51% to 0.65%; Salesforce Inc 0.79% to 0.91%. Largest decreases: Tesla Inc 3.79% to 3.32%; Apple Inc 14.02% to 13.77%; Alphabet Inc 3.68% to 3.43%; Alphabet Inc 4.27% to 4.03%; BLACKROCK CASH FUNDS 0.31% to 0.12%; UnitedHealth Group Inc 2.16% to 2%. New: CHICAGO MERCANTILE EXCHANGE INC. (0.01%). Gone: VMware Inc (0.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Feb 2024 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2023-09-30 -- 1 added, 1 dropped, turnover 3.6%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 1 added (0.06% of the fund), 1 dropped (0.01%). Turnover proxy 3.6%. Largest increases: Alphabet Inc 3.79% to 4.27%; Eli Lilly &amp;amp; Co 2.12% to 2.49%; Alphabet Inc 3.32% to 3.68%; NVIDIA Corp 5.36% to 5.67%; Meta Platforms Inc 3.38% to 3.64%; AbbVie Inc 1.27% to 1.44%. Largest decreases: Apple Inc 15.44% to 14.02%; Microsoft Corp 13.52% to 12.9%; Netflix Inc 1.03% to 0.91%; Intuitive Surgical Inc 0.64% to 0.56%; Edwards Lifesciences Corp 0.3% to 0.23%; Dollar General Corp 0.2% to 0.13%. New: Kenvue Inc (0.06%). Gone: CHICAGO MERCANTILE EXCHANGE INC. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 22 Nov 2023 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2023-06-30 -- 13 added, 15 dropped, turnover 13.3%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>114 positions became 112: 13 added (2.73% of the fund), 15 dropped (2.65%). Turnover proxy 13.3%. Largest increases: Meta Platforms Inc 0.63% to 3.38%; NVIDIA Corp 4.12% to 5.36%; Eli Lilly &amp;amp; Co 1.48% to 2.12%; Netflix Inc 0.43% to 1.03%; Home Depot Inc/The 1.09% to 1.68%; Salesforce Inc 0.26% to 0.8%. Largest decreases: United Parcel Service Inc 0.8% to 0.19%; Procter &amp;amp; Gamble Co/The 0.94% to 0.36%; NIKE Inc 0.93% to 0.37%; Coca-Cola Co/The 1.14% to 0.62%; UnitedHealth Group Inc 2.52% to 2%; AbbVie Inc 1.77% to 1.27%. New: Synopsys Inc (0.35%), Cadence Design Systems Inc (0.34%), Chipotle Mexican Grill Inc (0.31%), Fortinet Inc (0.27%), O&apos;Reilly Automotive Inc (0.26%), Motorola Solutions Inc (0.24%). Gone: IBM (0.49%), Aon PLC (0.38%), EOG Resources Inc (0.31%), Charles Schwab Corp/The (0.28%), Occidental Petroleum Corp (0.26%), Colgate-Palmolive Co (0.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Aug 2023 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2023-03-31 -- 3 added, 1 dropped, turnover 6.3%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 114: 3 added (0.26% of the fund), 1 dropped (0.24%). Turnover proxy 6.3%. Largest increases: NVIDIA Corp 2.54% to 4.12%; Apple Inc 14.07% to 15.54%; Tesla Inc 2.29% to 3.36%; Microsoft Corp 12.93% to 13.53%; Amazon.com Inc 5.38% to 5.76%; Meta Platforms Inc 0.42% to 0.63%. Largest decreases: UnitedHealth Group Inc 3.25% to 2.52%; Eli Lilly &amp;amp; Co 1.81% to 1.48%; AbbVie Inc 2.06% to 1.77%; Home Depot Inc/The 1.36% to 1.09%; Charles Schwab Corp/The 0.51% to 0.28%; Coca-Cola Co/The 1.34% to 1.14%. New: Linde PLC (0.23%), CHICAGO MERCANTILE EXCHANGE INC. (0.01%), GE HealthCare Technologies Inc (0.01%). Gone: Linde PLC (0.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 May 2023 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2022-12-30 -- 1 added, 1 dropped, turnover 7.2%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 1 added (0.13% of the fund), 1 dropped (0.21%). Turnover proxy 7.2%. Largest increases: NVIDIA Corp 2.11% to 2.54%; Mastercard Inc 1.77% to 2.13%; Microsoft Corp 12.57% to 12.93%; Visa Inc 2.11% to 2.47%; AbbVie Inc 1.71% to 2.06%; Broadcom Inc 1.27% to 1.59%. Largest decreases: Tesla Inc 4.87% to 2.29%; Amazon.com Inc 7.25% to 5.38%; Apple Inc 15.24% to 14.07%; Alphabet Inc 3.26% to 2.97%; Alphabet Inc 3.61% to 3.33%; BLACKROCK CASH FUNDS 0.4% to 0.15%. New: Atlassian Corp (0.13%). Gone: Atlassian Corp PLC (0.21%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Feb 2023 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2022-09-30 -- 1 added, 1 dropped, turnover 4.5%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 1 added (0.4% of the fund), 1 dropped (0.14%). Turnover proxy 4.5%. Largest increases: Tesla Inc 3.94% to 4.87%; Apple Inc 14.44% to 15.24%; Amazon.com Inc 6.52% to 7.25%; Snowflake Inc 0.18% to 0.35%; Netflix Inc 0.24% to 0.33%; Deere &amp;amp; Co 0.58% to 0.68%. Largest decreases: Microsoft Corp 13.27% to 12.57%; NVIDIA Corp 2.52% to 2.11%; Alphabet Inc 3.61% to 3.26%; Alphabet Inc 3.94% to 3.61%; Adobe Inc 1.19% to 0.94%; AbbVie Inc 1.87% to 1.71%. New: BLACKROCK CASH FUNDS (0.4%). Gone: BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Nov 2022 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2022-06-30 -- 19 added, 19 dropped, turnover 14.5%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>112 positions became 112: 19 added (5.41% of the fund), 19 dropped (2.68%). Turnover proxy 14.5%. Largest increases: UnitedHealth Group Inc 0.18% to 3.02%; Eli Lilly &amp;amp; Co 1.07% to 1.54%; Marsh &amp;amp; McLennan Cos Inc 0.06% to 0.48%; Waste Management Inc 0.06% to 0.41%; Coca-Cola Co/The 0.95% to 1.27%; Vertex Pharmaceuticals Inc 0.15% to 0.47%. Largest decreases: Meta Platforms Inc 2.86% to 0.54%; Amazon.com Inc 7.89% to 6.52%; NVIDIA Corp 3.64% to 2.52%; Tesla Inc 5% to 3.94%; Netflix Inc 0.9% to 0.24%; Home Depot Inc/The 1.74% to 1.14%. New: Procter &amp;amp; Gamble Co/The (1.01%), Merck &amp;amp; Co Inc (0.67%), International Business Machines Corp (0.59%), Progressive Corp/The (0.41%), Charles Schwab Corp/The (0.37%), Palo Alto Networks Inc (0.33%). Gone: S&amp;amp;P Global Inc (0.39%), Block Inc (0.36%), Altria Group Inc (0.3%), Illumina Inc (0.28%), eBay Inc (0.2%), Align Technology Inc (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Aug 2022 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2022-03-31 -- 0 added, 1 dropped, turnover 5%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>113 positions became 112: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 5%. Largest increases: Apple Inc 14% to 15.02%; Tesla Inc 4.37% to 5%; Amazon.com Inc 7.39% to 7.89%; AbbVie Inc 1.22% to 1.6%; Alphabet Inc 3.83% to 4.01%; Visa Inc 1.87% to 2.05%. Largest decreases: Meta Platforms Inc 4.06% to 2.86%; Home Depot Inc/The 2.25% to 1.74%; Netflix Inc 1.33% to 0.9%; PayPal Holdings Inc 1.13% to 0.76%; Adobe Inc 1.38% to 1.2%; Intuit Inc 0.87% to 0.71%. Gone: Index And Options Market (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 May 2022 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2021-12-31 -- 3 added, 0 dropped, turnover 5.4%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>110 positions became 113: 3 added (0.02% of the fund), 0 dropped (0%). Turnover proxy 5.4%. Largest increases: Apple Inc 12.84% to 14%; Tesla Inc 3.57% to 4.37%; NVIDIA Corp 2.86% to 3.59%; Microsoft Corp 12.28% to 12.95%; Broadcom Inc 1.12% to 1.36%; Home Depot Inc/The 2.02% to 2.25%. Largest decreases: Amazon.com Inc 8.24% to 7.39%; PayPal Holdings Inc 1.77% to 1.13%; Meta Platforms Inc 4.7% to 4.06%; Moderna Inc 0.75% to 0.44%; Visa Inc 2.18% to 1.87%; Block Inc 0.55% to 0.33%. New: Rivian Automotive Inc (0.02%), Index And Options Market (0%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2021-09-30 -- 0 added, 1 dropped, turnover 3.1%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>111 positions became 110: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 3.1%. Largest increases: Tesla Inc 3.1% to 3.57%; Moderna Inc 0.47% to 0.75%; Alphabet Inc 3.72% to 4%; Microsoft Corp 12.01% to 12.28%; Apple Inc 12.64% to 12.84%; Netflix Inc 1.34% to 1.52%. Largest decreases: Amazon.com Inc 8.78% to 8.24%; PayPal Holdings Inc 2.01% to 1.77%; Facebook Inc 4.89% to 4.7%; Zoom Video Communications Inc 0.49% to 0.32%; Visa Inc 2.33% to 2.18%; United Parcel Service Inc 0.89% to 0.76%. Gone: Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Nov 2021 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2021-06-30 -- 24 added, 21 dropped, turnover 11.7%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>108 positions became 111: 24 added (5.09% of the fund), 21 dropped (4.38%). Turnover proxy 11.7%. Largest increases: Home Depot Inc/The 1.08% to 2.02%; NVIDIA Corp 2.08% to 2.81%; Alphabet Inc 3.17% to 3.72%; Alphabet Inc 3.08% to 3.6%; Microsoft Corp 11.64% to 12.01%; United Parcel Service Inc 0.53% to 0.89%. Largest decreases: UnitedHealth Group Inc 1.93% to 0.15%; salesforce.com Inc 1.14% to 0.2%; Thermo Fisher Scientific Inc 0.7% to 0.1%; 3M Co 0.47% to 0.1%; Northrop Grumman Corp 0.31% to 0.03%; Amgen Inc 0.96% to 0.68%. New: Caterpillar Inc (0.6%), Deere &amp;amp; Co (0.58%), Moderna Inc (0.47%), American Express Co (0.4%), Blackstone Group Inc/The (0.39%), Target Corp (0.32%). Gone: Merck &amp;amp; Co Inc (1.12%), Procter &amp;amp; Gamble Co/The (0.97%), Johnson &amp;amp; Johnson (0.38%), Bristol-Myers Squibb Co (0.34%), Dexcom Inc (0.22%), Activision Blizzard Inc (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Aug 2021 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2021-03-31 -- 0 added, 0 dropped, turnover 3.6%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>108 positions became 108: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.6%. Largest increases: Microsoft Corp 11.08% to 11.64%; Alphabet Inc 2.71% to 3.17%; Alphabet Inc 2.63% to 3.08%; Facebook Inc 4.36% to 4.66%; Applied Materials Inc 0.53% to 0.81%; Home Depot Inc/The 0.95% to 1.08%. Largest decreases: Apple Inc 14.24% to 12.76%; Amazon.com Inc 9.18% to 8.65%; Tesla Inc 3.55% to 3.37%; QUALCOMM Inc 1.14% to 0.98%; Advanced Micro Devices Inc 0.68% to 0.58%; Visa Inc 2.46% to 2.36%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 May 2021 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2020-12-31 -- 0 added, 0 dropped, turnover 4.2%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>108 positions became 108: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: Tesla Inc 2.31% to 3.55%; Apple Inc 13.63% to 14.24%; Alphabet Inc 2.49% to 2.71%; QUALCOMM Inc 0.97% to 1.14%; Alphabet Inc 2.46% to 2.63%; PayPal Holdings Inc 1.69% to 1.83%. Largest decreases: Amazon.com Inc 9.73% to 9.18%; Microsoft Corp 11.48% to 11.08%; NVIDIA Corp 2.33% to 2.05%; salesforce.com Inc 1.47% to 1.2%; Facebook Inc 4.59% to 4.36%; Amgen Inc 1.09% to 0.89%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Feb 2021 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2020-09-30 -- 1 added, 1 dropped, turnover 4.5%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>108 positions became 108: 1 added (0.01% of the fund), 1 dropped (0%). Turnover proxy 4.5%. Largest increases: Apple Inc 12.35% to 13.63%; Tesla Inc 1.32% to 2.31%; NVIDIA Corp 1.86% to 2.33%; salesforce.com Inc 1.24% to 1.47%; Zoom Video Communications Inc 0.35% to 0.57%; Advanced Micro Devices Inc 0.47% to 0.65%. Largest decreases: Microsoft Corp 12.62% to 11.48%; AbbVie Inc 1.35% to 1.06%; Alphabet Inc 2.73% to 2.49%; Visa Inc 2.7% to 2.46%; Eli Lilly and Co 1.14% to 0.91%; Alphabet Inc 2.69% to 2.46%. New: Rocket Cos Inc (0.01%). Gone: T-Mobile US Inc (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2020-06-30 -- 13 added, 33 dropped, turnover 15.3%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>128 positions became 108: 13 added (3.04% of the fund), 33 dropped (7.71%). Turnover proxy 15.3%. Largest increases: Apple Inc 10% to 12.35%; Amazon.com Inc 7.78% to 9.68%; Microsoft Corp 11.38% to 12.62%; Procter &amp;amp; Gamble Co/The 0.15% to 1.08%; Facebook Inc 3.8% to 4.51%; PayPal Holdings Inc 1.07% to 1.69%. Largest decreases: Alphabet Inc 3.33% to 2.69%; Alphabet Inc 3.32% to 2.73%; Union Pacific Corp 0.93% to 0.48%; Texas Instruments Inc 0.89% to 0.48%; Stryker Corp 0.54% to 0.17%; Merck &amp;amp; Co Inc 1.77% to 1.41%. New: Advanced Micro Devices Inc (0.47%), Dollar General Corp (0.4%), Lam Research Corp (0.39%), Aon PLC (0.37%), Zoom Video Communications Inc (0.35%), Square Inc (0.31%). Gone: Cisco Systems Inc (1.61%), Boeing Co/The (0.75%), Comcast Corp (0.69%), International Business Machines Corp (0.57%), Honeywell International Inc (0.45%), Fidelity National Information Services Inc (0.43%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2020-03-31 -- 0 added, 1 dropped, turnover 5.4%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>129 positions became 128: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 5.4%. Largest increases: Microsoft Corp 9.84% to 11.38%; Amazon.com Inc 6.31% to 7.78%; Netflix Inc 1.12% to 1.51%; NVIDIA Corp 1.13% to 1.47%; Tesla Inc 0.49% to 0.72%; Eli Lilly &amp;amp; Co 0.92% to 1.13%. Largest decreases: Apple Inc 10.77% to 10%; Boeing Co/The 1.42% to 0.75%; Facebook Inc 4.05% to 3.8%; Simon Property Group Inc 0.33% to 0.14%; Booking Holdings Inc 0.71% to 0.54%; Marriott International Inc/MD 0.34% to 0.2%. Gone: Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>IWY: filing for 2019-12-31 -- 9 added, 1 dropped, turnover 7.1%</title><link>https://themulden.com/funds/iwy/</link><guid isPermaLink="true">https://themulden.com/funds/iwy/</guid><description>121 positions became 129: 9 added (0.63% of the fund), 1 dropped (0.68%). Turnover proxy 7.1%. Largest increases: Apple Inc 9.1% to 10.77%; Alphabet Inc 2.31% to 3.31%; Alphabet Inc 2.31% to 3.31%; Microsoft Corp 9.36% to 9.84%; UnitedHealth Group Inc 1.86% to 2.29%; Bristol-Myers Squibb Co 0.41% to 0.73%. Largest decreases: Boeing Co/The 1.82% to 1.42%; Cisco Systems Inc 1.97% to 1.7%; Oracle Corp 1.14% to 0.9%; Starbucks Corp 1.06% to 0.86%; Costco Wholesale Corp 1.25% to 1.07%; Home Depot Inc/The 1.32% to 1.13%. New: Anthem Inc (0.18%), Procter &amp;amp; Gamble Co/The (0.15%), Air Products &amp;amp; Chemicals Inc (0.06%), Norfolk Southern Corp (0.06%), Analog Devices Inc (0.05%), Roper Technologies Inc (0.05%). Gone: Celgene Corp (0.68%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>