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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 0.21% 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 0.67% 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 1.27% 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

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Solutions Wealth Management's ETSY Position: Q2 2024 in Review

Independent Solutions Wealth Management sold out of Etsy (ETSY) in Q2 2024, closing a stake of 7,781 shares — an estimated $535K sold.

Independent Solutions Wealth Management first reported a position in ETSY in Q4 2019 and held it in 18 quarters. The position peaked at $5.41M in Q4 2021. 578 funds tracked by Wall St. Rank hold ETSY as of Q2 2024.

  • Independent Solutions Wealth Management reported no remaining Etsy position as of Q2 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 7,781 Etsy shares in Q2 2024, an estimated $535K.
  • Independent Solutions Wealth Management first reported a position in Etsy in Q4 2019 and held it in 18 quarters.
  • Independent Solutions Wealth Management's Etsy position peaked at $5.41M in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Etsy as of Q2 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2024, filed 19 Dec 2024.