AE Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
152,432
+5,673
| +4% | +$996K | 0.2% | 115 |
|
|
2025
Q1 | $26.6M | Buy |
146,759
+953
| +0.7% | +$172K | 0.22% | 105 |
|
|
2024
Q4 | $30.5M | Buy |
145,806
+4,118
| +3% | +$862K | 0.26% | 92 |
|
|
2024
Q3 | $30.4M | Buy |
141,688
+13,727
| +11% | +$2.94M | 0.28% | 91 |
|
|
2024
Q2 | $25.7M | Buy |
127,961
+15,437
| +14% | +$3.11M | 0.26% | 90 |
|
|
2024
Q1 | $27.5M | Buy |
112,524
+18,620
| +20% | +$4.54M | 0.31% | 78 |
|
|
2023
Q4 | $19.6M | Buy |
93,904
+19,306
| +26% | +$4.04M | 0.1% | 228 |
|
|
2023
Q3 | $15.5M | Buy |
74,598
+11,796
| +19% | +$2.45M | 0.09% | 250 |
|
|
2023
Q2 | $13.5M | Buy |
+62,802
| New | +$13.5M | 0.08% | 298 |
|