<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IYW filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IYW 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>IYW: filing for 2026-04-30 -- 2 added, 3 dropped, turnover 15.9%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>143 positions became 142: 2 added (0.01% of the fund), 3 dropped (0.13%). Turnover proxy 15.9%. Largest increases: ALPHABET INC. 2.7% to 7.83%; ALPHABET INC. 2.2% to 6.33%; INTEL CORPORATION 1.38% to 2.56%; ADVANCED MICRO DEVICES, INC. 2.57% to 3.5%; BROADCOM INC. 2.98% to 3.78%; SANDISK CORPORATION 0.52% to 0.96%. Largest decreases: MICROSOFT CORPORATION 12.45% to 3.99%; NVIDIA CORPORATION 17.39% to 16.22%; APPLE INC. 14.72% to 13.63%; META PLATFORMS, INC. 3.75% to 2.8%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.92% to 1.32%; SALESFORCE, INC. 1.34% to 0.99%. New: XAK TECHNOLOGY JUN26 (0.01%), S P EMINI COM SER JUN26 (0%). Gone: DAYFORCE, INC. (0.07%), CONFLUENT, INC. (0.06%), S P EMINI COM SER MAR26 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Jun 2026 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2026-01-31 -- 3 added, 2 dropped, turnover 6.9%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>142 positions became 143: 3 added (0.15% of the fund), 2 dropped (0.02%). Turnover proxy 6.9%. Largest increases: MICRON TECHNOLOGY, INC. 1.65% to 3.13%; META PLATFORMS, INC. 2.9% to 3.75%; LAM RESEARCH CORPORATION 1.33% to 1.98%; APPLIED MATERIALS, INC. 1.24% to 1.74%; APPLE INC. 14.32% to 14.72%; TEXAS INSTRUMENTS INCORPORATED 0.97% to 1.32%. Largest decreases: MICROSOFT CORPORATION 13.9% to 12.45%; PALANTIR TECHNOLOGIES INC. 2.86% to 2.16%; SERVICENOW, INC. 1.26% to 0.82%; BROADCOM INC. 3.41% to 2.98%; INTUIT INC. 1.21% to 0.92%; SALESFORCE, INC. 1.61% to 1.34%. New: QNITY ELECTRONICS, INC. (0.14%), Figure Technology Solutions Inc (0.01%), S P EMINI COM SER MAR26 (0%). Gone: Informatica Inc (0.02%), XAK TECHNOLOGY DEC25 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Mar 2026 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2025-10-31 -- 2 added, 3 dropped, turnover 7.8%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>143 positions became 142: 2 added (0% of the fund), 3 dropped (0.02%). Turnover proxy 7.8%. Largest increases: APPLE INC. 12.79% to 14.32%; MICRON TECHNOLOGY, INC. 0.85% to 1.65%; ADVANCED MICRO DEVICES, INC. 1.99% to 2.73%; INTEL CORPORATION 0.61% to 1.16%; LAM RESEARCH CORPORATION 0.85% to 1.33%; PALANTIR TECHNOLOGIES INC. 2.42% to 2.86%. Largest decreases: MICROSOFT CORPORATION 16.41% to 13.9%; META PLATFORMS, INC. 4.16% to 2.9%; ORACLE CORPORATION 2.9% to 2.01%; BROADCOM INC. 3.9% to 3.41%; INTUIT INC. 1.5% to 1.21%; SYNOPSYS, INC. 0.82% to 0.55%. New: NIQ GLOBAL INTELLIGENCE PUBLIC LIMITED COMPANY (0%), XAK TECHNOLOGY DEC25 (0%). Gone: DUN &amp;amp; BRADSTREET HOLDINGS, INC. (0.02%), XAK TECHNOLOGY SEP25 (0%), S P EMINI COM SER SEP25 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 23 Dec 2025 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2025-07-31 -- 7 added, 6 dropped, turnover 9.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>142 positions became 143: 7 added (0.41% of the fund), 6 dropped (0.29%). Turnover proxy 9.5%. Largest increases: NVIDIA CORPORATION 13.26% to 17.29%; MICROSOFT CORPORATION 15.25% to 16.41%; ORACLE CORPORATION 2.08% to 2.9%; META PLATFORMS, INC. 3.54% to 4.16%; ADVANCED MICRO DEVICES, INC. 1.45% to 1.99%; BROADCOM INC. 3.39% to 3.9%. Largest decreases: APPLE INC. 16.17% to 12.79%; SALESFORCE, INC. 2.3% to 1.69%; SERVICENOW, INC. 1.82% to 1.37%; ADOBE INC. 1.51% to 1.07%; QUALCOMM INCORPORATED 1.53% to 1.13%; INTERNATIONAL BUSINESS MACHINES CORPORATION 2.05% to 1.65%. New: FLEX LTD. (0.13%), REDDIT INC. (0.13%), Samsara Inc (0.07%), RUBRIK, INC. (0.06%), SailPoint Inc (0.01%), XAK TECHNOLOGY SEP25 (0%). Gone: ANSYS, INC. (0.26%), FIVE9, INC. (0.02%), Wolfspeed, Inc. (0.01%), ANGI INC. (0%), XAK TECHNOLOGY JUN25 (0%), S P EMINI COM SER JUN25 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Sep 2025 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2025-04-30 -- 4 added, 4 dropped, turnover 4.9%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>142 positions became 142: 4 added (0.04% of the fund), 4 dropped (0.12%). Turnover proxy 4.9%. Largest increases: MICROSOFT CORPORATION 14.18% to 15.25%; PALANTIR TECHNOLOGIES INC. 1.39% to 2.26%; APPLE INC. 15.48% to 16.17%; MICROSTRATEGY INCORPORATED 0.46% to 0.81%; NVIDIA CORPORATION 12.93% to 13.26%; INTUIT INC. 1.38% to 1.59%. Largest decreases: META PLATFORMS, INC. 4.24% to 3.54%; BROADCOM INC. 3.99% to 3.39%; SALESFORCE, INC. 2.65% to 2.3%; MARVELL TECHNOLOGY, INC 0.81% to 0.46%; ALPHABET INC. 2.65% to 2.35%; ALPHABET INC. 2.21% to 1.97%. New: SANDISK CORPORATION (0.03%), ANGI INC. (0%), XAK TECHNOLOGY JUN25 (0%), S P EMINI COM SER JUN25 (0%). Gone: ASPEN TECHNOLOGY, INC. (0.06%), HashiCorp Inc (0.04%), PAYCOR HCM, INC. (0.02%), S P EMINI COM SER MAR25 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 23 Jun 2025 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2025-01-31 -- 2 added, 2 dropped, turnover 4.6%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>142 positions became 142: 2 added (0% of the fund), 2 dropped (0.07%). Turnover proxy 4.6%. Largest increases: PALANTIR TECHNOLOGIES INC. 0.74% to 1.39%; BROADCOM INC. 3.36% to 3.99%; APPLOVIN CORPORATION 0.39% to 0.81%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.68% to 1.97%; SALESFORCE, INC. 2.43% to 2.65%; MARVELL TECHNOLOGY, INC 0.61% to 0.81%. Largest decreases: NVIDIA CORPORATION 14.82% to 12.93%; ADVANCED MICRO DEVICES, INC. 2.06% to 1.56%; ADOBE INC. 1.88% to 1.63%; TEXAS INSTRUMENTS INCORPORATED 1.64% to 1.41%; MICRON TECHNOLOGY, INC. 0.98% to 0.84%; INTEL CORPORATION 0.81% to 0.69%. New: INGRAM MICRO HOLDING CORPORATION (0%), S P EMINI COM SER MAR25 (0%). Gone: SMARTSHEET INC. (0.07%), S P EMINI COM SER DEC24 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Mar 2025 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2024-10-31 -- 3 added, 2 dropped, turnover 5.7%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>141 positions became 142: 3 added (0.99% of the fund), 2 dropped (1.44%). Turnover proxy 5.7%. Largest increases: NVIDIA CORPORATION 13.57% to 14.82%; META PLATFORMS, INC. 3.57% to 4.05%; ORACLE CORPORATION 2.03% to 2.34%; BROADCOM INC. 3.06% to 3.36%; PALANTIR TECHNOLOGIES INC. 0.5% to 0.74%; APPLOVIN CORPORATION 0.19% to 0.39%. Largest decreases: MICROSOFT CORPORATION 15.14% to 14.29%; ADOBE INC. 2.29% to 1.88%; INTEL CORPORATION 1.21% to 0.81%; APPLIED MATERIALS, INC. 1.64% to 1.34%; APPLE INC. 15.77% to 15.5%; QUALCOMM INCORPORATED 1.87% to 1.61%. New: LAM RESEARCH CORPORATION (0.86%), SUPER MICRO COMPUTER, INC. (0.13%), S P EMINI COM SER DEC24 (0%). Gone: LAM RESEARCH CORPORATION (1.12%), SUPER MICRO COMPUTER, INC. (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Dec 2024 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2024-07-31 -- 10 added, 1 dropped, turnover 5.3%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>132 positions became 141: 10 added (1.1% of the fund), 1 dropped (0.01%). Turnover proxy 5.3%. Largest increases: NVIDIA CORPORATION 12.77% to 13.57%; APPLE INC. 15.36% to 15.77%; ORACLE CORPORATION 1.68% to 2.03%; ADOBE INC. 1.99% to 2.29%; SERVICENOW, INC. 1.35% to 1.55%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.44% to 1.63%. Largest decreases: MICROSOFT CORPORATION 17.81% to 15.14%; ALPHABET INC. 3.13% to 2.5%; ALPHABET INC. 2.67% to 2.12%; SALESFORCE, INC. 2.4% to 2.25%; CROWDSTRIKE HOLDINGS, INC. 0.6% to 0.47%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.16% to 0.06%. New: SUPER MICRO COMPUTER, INC. (0.32%), DELL TECHNOLOGIES INC. (0.26%), MICROSTRATEGY INCORPORATED (0.23%), ONTO INNOVATION INC. (0.09%), MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. (0.05%), APPFOLIO, INC. (0.05%). Gone: NCR VOYIX CORPORATION (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 24 Sep 2024 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2024-04-30 -- 0 added, 4 dropped, turnover 9.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>136 positions became 132: 0 added (0% of the fund), 4 dropped (0.27%). Turnover proxy 9.5%. Largest increases: NVIDIA CORPORATION 5.56% to 12.77%; MICROSOFT CORPORATION 17.18% to 17.81%; MICRON TECHNOLOGY, INC. 0.93% to 1.18%; APPLIED MATERIALS, INC. 1.36% to 1.58%; QUALCOMM INCORPORATED 1.64% to 1.77%; VERTIV HOLDINGS CO 0.19% to 0.3%. Largest decreases: ALPHABET INC. 5.06% to 3.13%; ALPHABET INC. 4.33% to 2.67%; ADOBE INC. 2.6% to 1.99%; INTEL CORPORATION 1.8% to 1.23%; META PLATFORMS, INC. 4.13% to 3.56%; ADVANCED MICRO DEVICES, INC. 2.66% to 2.15%. Gone: SPLUNK INC. (0.24%), ALTERYX, INC. (0.03%), XAK TECHNOLOGY MAR24 (0%), S P EMINI COM SER MAR24 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Jun 2024 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2024-01-31 -- 3 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>135 positions became 136: 3 added (0.01% of the fund), 2 dropped (0.43%). Turnover proxy 5.6%. Largest increases: NVIDIA CORPORATION 4.17% to 5.56%; ADVANCED MICRO DEVICES, INC. 1.88% to 2.66%; BROADCOM INC. 3.03% to 3.58%; SALESFORCE, INC. 2.27% to 2.64%; META PLATFORMS, INC. 3.84% to 4.13%; QUALCOMM INCORPORATED 1.45% to 1.64%. Largest decreases: APPLE INC. 18.12% to 15.76%; MICROSOFT CORPORATION 17.97% to 17.18%; ALPHABET INC. 5.45% to 5.06%; ALPHABET INC. 4.71% to 4.33%; ADOBE INC. 2.77% to 2.6%; ORACLE CORPORATION 1.88% to 1.71%. New: Maplebear Inc (0.01%), XAK TECHNOLOGY MAR24 (0%), S P EMINI COM SER MAR24 (0%). Gone: VMWARE, INC. (0.37%), NEW RELIC, INC. (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Mar 2024 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2023-10-31 -- 0 added, 4 dropped, turnover 4%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>139 positions became 135: 0 added (0% of the fund), 4 dropped (0.21%). Turnover proxy 4%. Largest increases: MICROSOFT CORPORATION 16% to 17.97%; INTEL CORPORATION 1.63% to 1.82%; ALPHABET INC. 5.28% to 5.45%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.43% to 1.57%; BROADCOM INC. 2.89% to 3.03%; ALPHABET INC. 4.59% to 4.71%. Largest decreases: APPLE INC. 18.68% to 18.12%; NVIDIA CORPORATION 4.65% to 4.17%; TEXAS INSTRUMENTS INCORPORATED 1.78% to 1.54%; ON SEMICONDUCTOR CORPORATION 0.51% to 0.32%; QUALCOMM INCORPORATED 1.61% to 1.45%; ANALOG DEVICES, INC. 1.1% to 0.95%. Gone: BLACK KNIGHT, INC. (0.12%), NATIONAL INSTRUMENTS CORPORATION (0.08%), XAK TECHNOLOGY SEP23 (0%), S P EMINI COM SER SEP23 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Dec 2023 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2023-07-31 -- 4 added, 7 dropped, turnover 4.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>142 positions became 139: 4 added (0.06% of the fund), 7 dropped (0.22%). Turnover proxy 4.5%. Largest increases: ADOBE INC. 2.11% to 2.73%; ADVANCED MICRO DEVICES, INC. 1.77% to 2%; PALANTIR TECHNOLOGIES INC. 0.17% to 0.4%; APPLIED MATERIALS, INC. 1.16% to 1.39%; BROADCOM INC. 2.67% to 2.89%; MARVELL TECHNOLOGY, INC 0.41% to 0.61%. Largest decreases: MICROSOFT CORPORATION 18.01% to 16%; APPLE INC. 19.77% to 18.68%; META PLATFORMS, INC. 4.44% to 3.93%; NVIDIA CORPORATION 4.75% to 4.65%; TEXAS INSTRUMENTS INCORPORATED 1.86% to 1.78%; ALPHABET INC. 4.65% to 4.59%. New: HashiCorp Inc (0.03%), GitLab Inc (0.03%), XAK TECHNOLOGY SEP23 (0%), S P EMINI COM SER SEP23 (0%). Gone: DELL TECHNOLOGIES INC. (0.13%), WIX.COM LTD (0.06%), JAMF HOLDING CORP. (0.01%), THOUGHTWORKS HOLDING, INC (0.01%), Definitive Healthcare Corp (0%), XAK TECHNOLOGY JUN23 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Sep 2023 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2023-04-30 -- 2 added, 3 dropped, turnover 5.6%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>143 positions became 142: 2 added (0% of the fund), 3 dropped (0.09%). Turnover proxy 5.6%. Largest increases: MICROSOFT CORPORATION 15.36% to 18.01%; APPLE INC. 17.79% to 19.77%; META PLATFORMS, INC. 4.06% to 4.44%; SALESFORCE, INC. 2.2% to 2.34%; ALPHABET INC. 5.18% to 5.3%; ADVANCED MICRO DEVICES, INC. 1.65% to 1.77%. Largest decreases: QUALCOMM INCORPORATED 2.03% to 1.6%; BROADCOM INC. 3.03% to 2.67%; NVIDIA CORPORATION 5.08% to 4.75%; TEXAS INSTRUMENTS INCORPORATED 2.18% to 1.86%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.65% to 1.39%; ADOBE INC. 2.34% to 2.11%. New: XAK TECHNOLOGY JUN23 (0%), S P EMINI COM SER JUN23 (0%). Gone: COUPA SOFTWARE INCORPORATED (0.08%), XAK TECHNOLOGY MAR23 (0%), S P EMINI COM SER MAR23 (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Jun 2023 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2023-01-31 -- 2 added, 3 dropped, turnover 4.7%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>144 positions became 143: 2 added (0.01% of the fund), 3 dropped (0.25%). Turnover proxy 4.7%. Largest increases: META PLATFORMS, INC. 2.85% to 4.06%; NVIDIA CORPORATION 4.4% to 5.08%; BROADCOM INC. 2.7% to 3.03%; ADVANCED MICRO DEVICES, INC. 1.41% to 1.65%; APPLIED MATERIALS, INC. 1.11% to 1.3%; ADOBE INC. 2.19% to 2.34%. Largest decreases: APPLE INC. 20.31% to 17.79%; CROWDSTRIKE HOLDINGS, INC. 0.49% to 0.3%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.81% to 1.65%; INTUIT INC. 1.71% to 1.58%; INTEL CORPORATION 1.69% to 1.57%; PALO ALTO NETWORKS, INC. 0.73% to 0.63%. New: XAK TECHNOLOGY MAR23 (0%), S P EMINI COM SER MAR23 (0%). Gone: ZENDESK, INC. (0.13%), SWITCH, INC. (0.07%), Azenta, Inc. (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Mar 2023 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2022-10-31 -- 2 added, 9 dropped, turnover 5.6%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>151 positions became 144: 2 added (0.47% of the fund), 9 dropped (1.19%). Turnover proxy 5.6%. Largest increases: APPLE INC. 19.24% to 20.31%; INTERNATIONAL BUSINESS MACHINES CORPORATION 1.42% to 1.81%; SNOWFLAKE INC. 0.35% to 0.71%; ORACLE CORPORATION 1.42% to 1.72%; INTUIT INC. 1.51% to 1.71%; TEXAS INSTRUMENTS INCORPORATED 1.99% to 2.15%. Largest decreases: MICROSOFT CORPORATION 16.37% to 15.28%; META PLATFORMS, INC. 3.77% to 2.85%; ALPHABET INC. 5.16% to 4.69%; ADVANCED MICRO DEVICES, INC. 1.84% to 1.41%; ALPHABET INC. 5.63% to 5.22%; ADOBE INC. 2.33% to 2.19%. New: ATLASSIAN CORPORATION (0.4%), Coherent Corp. (0.06%). Gone: TWITTER, INC. (0.37%), ATLASSIAN CORPORATION PLC (0.34%), CITRIX SYSTEMS, INC. (0.15%), AVALARA, INC. (0.09%), II-VI INCORPORATED (0.08%), CHANGE HEALTHCARE INC. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Dec 2022 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2022-07-31 -- 14 added, 15 dropped, turnover 4.1%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>152 positions became 151: 14 added (0.81% of the fund), 15 dropped (1.02%). Turnover proxy 4.1%. Largest increases: NVIDIA CORPORATION 3.91% to 4.5%; APPLE INC. 18.7% to 19.24%; INTUIT INC. 1.35% to 1.51%; ALPHABET INC. 5.47% to 5.63%; MICROSOFT CORPORATION 16.22% to 16.37%; SYNOPSYS, INC. 0.53% to 0.67%. Largest decreases: META PLATFORMS, INC. 4.32% to 3.77%; INTEL CORPORATION 2.15% to 1.79%; BROADCOM INC. 2.72% to 2.54%; WORKDAY, INC. 0.48% to 0.36%; CLOUDFLARE, INC. 0.28% to 0.17%; MICRON TECHNOLOGY, INC. 0.93% to 0.83%. New: ZoomInfo Technologies Inc (0.13%), LATTICE SEMICONDUCTOR CORPORATION (0.1%), APPLOVIN CORPORATION (0.1%), KBR, INC. (0.09%), UIPATH, INC. (0.08%), II-VI INCORPORATED (0.08%). Gone: NXP Semiconductors NV (0.55%), Aspen Technology Inc (0.13%), Anaplan Inc (0.11%), CDK Global Inc (0.08%), Xerox Holdings Corp (0.03%), Fastly Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2022-04-30 -- 0 added, 3 dropped, turnover 4.1%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>155 positions became 152: 0 added (0% of the fund), 3 dropped (0.65%). Turnover proxy 4.1%. Largest increases: Broadcom Inc 2.32% to 2.72%; Advanced Micro Devices Inc 1.37% to 1.7%; Texas Instruments Inc 1.64% to 1.92%; International Business Machines Corp 1.18% to 1.44%; Intel Corp 1.96% to 2.15%; Twitter Inc 0.29% to 0.46%. Largest decreases: Alphabet Inc 5.5% to 5.07%; Alphabet Inc 5.88% to 5.47%; Meta Platforms Inc 4.68% to 4.32%; Microsoft Corp 16.57% to 16.22%; Apple Inc 19.02% to 18.7%; Adobe Inc 2.45% to 2.27%. Gone: Xilinx Inc (0.47%), Nuance Communications Inc (0.16%), McAfee Corp (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2022-01-31 -- 5 added, 2 dropped, turnover 6.2%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>152 positions became 155: 5 added (0.11% of the fund), 2 dropped (0.04%). Turnover proxy 6.2%. Largest increases: Apple Inc 16.09% to 19.02%; Meta Platforms Inc 3.76% to 4.68%; QUALCOMM Inc 1.43% to 1.97%; Broadcom Inc 2.02% to 2.32%; Micron Technology Inc 0.73% to 0.91%; VMware Inc 0.12% to 0.28%. Largest decreases: Microsoft Corp 17.15% to 16.57%; salesforce.com Inc 2.63% to 2.16%; Alphabet Inc 6.2% to 5.88%; Alphabet Inc 5.79% to 5.5%; DocuSign Inc 0.5% to 0.24%; Adobe Inc 2.71% to 2.45%. New: Kyndryl Holdings Inc (0.04%), GLOBALFOUNDRIES Inc (0.03%), nCino Inc (0.03%), Informatica Inc (0.01%), Thoughtworks Holding Inc (0.01%). Gone: nCino Inc (0.04%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Mar 2022 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2021-10-31 -- 37 added, 46 dropped, turnover 11.6%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>161 positions became 152: 37 added (3.67% of the fund), 46 dropped (7.43%). Turnover proxy 11.6%. Largest increases: Alphabet Inc 5.39% to 6.2%; Alphabet Inc 5.12% to 5.79%; salesforce.com Inc 2.06% to 2.63%; Snowflake Inc 0.15% to 0.66%; Analog Devices Inc 0.55% to 0.88%; Palantir Technologies Inc 0.09% to 0.4%. Largest decreases: Apple Inc 18.34% to 16.09%; Facebook Inc 4.4% to 3.76%; NVIDIA Corp 4.29% to 3.85%; Zoom Video Communications Inc 0.71% to 0.56%; Twitter Inc 0.49% to 0.4%; Twilio Inc 0.54% to 0.46%. New: Atlassian Corp PLC (0.59%), Roper Technologies Inc (0.49%), Amphenol Corp (0.42%), Corning Inc (0.26%), Pinterest Inc (0.24%), Leidos Holdings Inc (0.13%). Gone: Cisco Systems Inc/Delaware (2.06%), Snap Inc (0.62%), Veeva Systems Inc (0.41%), eBay Inc (0.39%), Motorola Solutions Inc (0.34%), Trade Desk Inc/The (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Dec 2021 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2021-07-31 -- 6 added, 5 dropped, turnover 3.8%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>160 positions became 161: 6 added (0.49% of the fund), 5 dropped (0.69%). Turnover proxy 3.8%. Largest increases: NVIDIA Corp 3.62% to 4.29%; Alphabet Inc 5.03% to 5.39%; Adobe Inc 2.37% to 2.62%; Microsoft Corp 16.97% to 17.2%; Alphabet Inc 4.94% to 5.12%; Intuit Inc 1.1% to 1.28%. Largest decreases: Facebook Inc 5.04% to 4.4%; Intel Corp 2.27% to 1.92%; Micron Technology Inc 0.94% to 0.77%; Apple Inc 18.51% to 18.34%; International Business Machines Corp 1.23% to 1.11%; BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.25% to 0.13%. New: Seagate Technology Holdings PLC (0.15%), Black Knight Inc (0.11%), IAC/InterActiveCorp (0.1%), Vimeo Inc (0.06%), Dolby Laboratories Inc (0.06%), N-Able Inc (0%). Gone: Slack Technologies Inc (0.21%), IAC/InterActiveCorp (0.2%), Seagate Technology PLC (0.18%), GrubHub Inc (0.06%), Perspecta Inc (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Sep 2021 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2021-04-30 -- 9 added, 9 dropped, turnover 5.1%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>160 positions became 160: 9 added (0.55% of the fund), 9 dropped (0.99%). Turnover proxy 5.1%. Largest increases: Facebook Inc 3.98% to 5.04%; Alphabet Inc 4.38% to 4.94%; Alphabet Inc 4.51% to 5.03%; Applied Materials Inc 0.92% to 1.18%; NVIDIA Corp 3.36% to 3.62%; Oracle Corp 1.2% to 1.37%. Largest decreases: Apple Inc 20.35% to 18.51%; QUALCOMM Inc 1.85% to 1.53%; Zoom Video Communications Inc 0.79% to 0.63%; ServiceNow Inc 1.11% to 0.96%; Advanced Micro Devices Inc 1.08% to 0.96%; Intel Corp 2.38% to 2.27%. New: Marvell Technology Inc (0.35%), Palantir Technologies Inc (0.1%), Bumble Inc (0.03%), Unity Software Inc (0.02%), Qualtrics International Inc (0.02%), Allegro MicroSystems Inc (0.01%). Gone: Marvell Technology Group Ltd (0.36%), Leidos Holdings Inc (0.15%), Booz Allen Hamilton Holding Corp (0.12%), Inphi Corp (0.09%), RealPage Inc (0.08%), CACI International Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Jun 2021 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2021-01-31 -- 4 added, 2 dropped, turnover 5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>158 positions became 160: 4 added (0.21% of the fund), 2 dropped (0.22%). Turnover proxy 5%. Largest increases: Alphabet Inc 3.46% to 4.51%; Alphabet Inc 3.39% to 4.38%; Apple Inc 19.74% to 20.35%; Applied Materials Inc 0.7% to 0.92%; Micron Technology Inc 0.72% to 0.91%; Crowdstrike Holdings Inc 0.24% to 0.42%. Largest decreases: NVIDIA Corp 4.01% to 3.36%; salesforce.com Inc 2.74% to 2.16%; Adobe Inc 2.78% to 2.3%; Facebook Inc 4.41% to 3.98%; Microsoft Corp 17.28% to 16.92%; Zoom Video Communications Inc 1.09% to 0.79%. New: Lumen Technologies Inc (0.13%), DoorDash Inc (0.07%), nCino Inc (0.01%), Chicago Mercantile Exchange (0%). Gone: CenturyLink Inc (0.11%), GCI Liberty Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 01 Apr 2021 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2020-10-31 -- 7 added, 12 dropped, turnover 5.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>163 positions became 158: 7 added (0.75% of the fund), 12 dropped (0.3%). Turnover proxy 5.5%. Largest increases: Zoom Video Communications Inc 0.1% to 1.09%; NVIDIA Corp 3.46% to 4.01%; salesforce.com Inc 2.33% to 2.74%; QUALCOMM Inc 1.58% to 1.8%; Snap Inc 0.24% to 0.46%; Crowdstrike Holdings Inc 0.03% to 0.24%. Largest decreases: Microsoft Corp 18.31% to 17.28%; Cisco Systems Inc 2.65% to 1.97%; Apple Inc 20.39% to 19.74%; Alphabet Inc 3.83% to 3.46%; Alphabet Inc 3.72% to 3.39%; Intel Corp 2.68% to 2.44%. New: SolarEdge Technologies Inc (0.17%), Enphase Energy Inc (0.16%), Five9 Inc (0.13%), Inphi Corp (0.09%), Snowflake Inc (0.09%), Fastly Inc (0.06%). Gone: LogMeIn Inc (0.06%), NCR Corp (0.03%), Teradata Corp (0.03%), ViaSat Inc (0.03%), CommVault Systems Inc (0.02%), InterDigital Inc (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Dec 2020 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2020-07-31 -- 10 added, 3 dropped, turnover 8.9%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>156 positions became 163: 10 added (1.13% of the fund), 3 dropped (0.44%). Turnover proxy 8.9%. Largest increases: Apple Inc 17.53% to 20.39%; Alphabet Inc 2.19% to 3.83%; Alphabet Inc 2.19% to 3.72%; NVIDIA Corp 3.1% to 3.46%; Twilio Inc 0.24% to 0.47%; DocuSign Inc 0.23% to 0.37%. Largest decreases: Intel Corp 4.52% to 2.68%; Microsoft Corp 19.53% to 18.31%; International Business Machines Corp 1.93% to 1.45%; Cisco Systems Inc 3.11% to 2.65%; Oracle Corp 1.99% to 1.53%; Facebook Inc 4.93% to 4.5%. New: NXP Semiconductors NV (0.43%), Match Group Inc (0.29%), IAC/InterActiveCorp (0.13%), Liberty Global PLC (0.12%), Liberty Global PLC (0.05%), Datadog Inc (0.04%). Gone: IAC/InterActiveCorp (0.28%), Tech Data Corp (0.09%), Match Group Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Sep 2020 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2020-04-30 -- 0 added, 2 dropped, turnover 7.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>158 positions became 156: 0 added (0% of the fund), 2 dropped (0.26%). Turnover proxy 7.5%. Largest increases: Microsoft Corp 18.01% to 19.53%; NVIDIA Corp 2.2% to 3.1%; Facebook Inc 4.14% to 4.93%; Adobe Inc 2.58% to 2.97%; Intel Corp 4.22% to 4.52%; Advanced Micro Devices Inc 0.79% to 1.06%. Largest decreases: Alphabet Inc 5.2% to 2.19%; Alphabet Inc 5.19% to 2.19%; Apple Inc 17.92% to 17.53%; HP Inc 0.48% to 0.4%; Western Digital Corp 0.3% to 0.24%; Hewlett Packard Enterprise Co 0.27% to 0.23%. Gone: Cypress Semiconductor Corp (0.13%), Zayo Group Holdings Inc (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2020 12:00:00 GMT</pubDate></item><item><title>IYW: filing for 2020-01-31 -- 6 added, 1 dropped, turnover 4.5%</title><link>https://themulden.com/funds/iyw/</link><guid isPermaLink="true">https://themulden.com/funds/iyw/</guid><description>153 positions became 158: 6 added (0.33% of the fund), 1 dropped (0.22%). Turnover proxy 4.5%. Largest increases: Apple Inc 16.71% to 17.92%; Microsoft Corp 17.31% to 18.01%; Adobe Inc 2.26% to 2.58%; ServiceNow Inc 0.78% to 0.97%; Advanced Micro Devices Inc 0.62% to 0.79%; salesforce.com Inc 2.3% to 2.45%. Largest decreases: Alphabet Inc 6.02% to 5.19%; Alphabet Inc 5.96% to 5.2%; Cisco Systems Inc 3.38% to 2.96%; Facebook Inc 4.47% to 4.14%; Oracle Corp 2.01% to 1.72%; QUALCOMM Inc 1.64% to 1.48%. New: NortonLifeLock Inc (0.25%), Dynatrace Inc (0.03%), Chewy Inc (0.02%), Crowdstrike Holdings Inc (0.02%), Slack Technologies Inc (0.01%), Chicago Mercantile Exchange (0%). Gone: Symantec Corp (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>