Abound Wealth Management’s IDEX IEX Stock Holding History

Abound Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$9.05K	Sell
2024 Q4	$16.5K	Sell
2024 Q3	$17.4K	Hold
2024 Q2	$16.3K	Hold
2024 Q1	$19.8K	Buy
2023 Q4	$6.73K	Sell
2023 Q3	$8.95K	Hold
2023 Q2	$9.26K	Hold
2023 Q1	$9.94K	Buy