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ISWM
Independent Solutions Wealth Management’s
Etsy
ETSY
Stock Holding History
Independent Solutions Wealth Management’s Portfolio
ETSY Stock Details
ETSY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-7,781
Closed
-$535K
–
169
2024
Q1
$535K
Sell
7,781
-708
-8%
-$50.8K
0.13%
116
2023
Q4
$688K
Sell
8,489
-774
-8%
-$55.4K
0.18%
108
2023
Q3
$598K
Sell
9,263
-695
-7%
-$54.8K
0.16%
115
2023
Q2
$843K
Sell
9,958
-1,186
-11%
-$112K
0.23%
103
2023
Q1
$1.24M
Sell
11,144
-10,917
-49%
-$1.35M
0.37%
67
2022
Q4
$2.64M
Sell
22,061
-518
-2%
-$59.3K
0.81%
33
2022
Q3
$2.26M
Sell
22,579
-60
-0.3%
-$6.12K
0.74%
33
2022
Q2
$1.66M
Sell
22,639
-387
-2%
-$35.3K
0.52%
52
2022
Q1
$2.86M
Sell
23,026
-1,692
-7%
-$252K
0.73%
34
2021
Q4
$5.41M
Sell
24,718
-423
-2%
-$102K
1.28%
18
2021
Q3
$5.23M
Sell
25,141
-366
-1%
-$74.2K
1.3%
16
2021
Q2
$5.25M
Sell
25,507
-516
-2%
-$95.5K
1.28%
17
2021
Q1
$5.25M
Buy
26,023
+648
+3%
+$136K
1.44%
15
2020
Q4
$4.51M
Buy
25,375
+1,070
+4%
+$161K
1.41%
17
2020
Q3
$2.96M
Buy
24,305
+2,791
+13%
+$327K
1.13%
21
2020
Q2
$2.29M
Buy
21,514
+2,100
+11%
+$155K
0.98%
26
2020
Q1
$746K
Buy
19,414
+1,300
+7%
+$63.5K
0.41%
49
2019
Q4
$802K
Buy
+18,114
New
+$863K
0.36%
54
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EIM
Elliott Investment Management
West Palm Beach, Florida
$15.9B AUM
60.76%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BCM
Bares Capital Management
Austin, Texas
$1.08B AUM
38.13%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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