Altshuler Shaham’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,965
| Closed | -$345K | – | 392 |
|
|
2025
Q2 | $345K | Hold |
1,965
| – | – | 0.01% | 130 |
|
|
2025
Q1 | $356K | Hold |
1,965
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $411K | Sell |
1,965
-881
| -31% | -$193K | 0.01% | 83 |
|
|
2024
Q3 | $610K | Hold |
2,846
| – | – | 0.04% | 66 |
|
|
2024
Q2 | $573K | Hold |
2,846
| – | – | 0.02% | 67 |
|
|
2024
Q1 | $694K | Sell |
2,846
-950
| -25% | -$215K | 0.03% | 53 |
|
|
2023
Q4 | $824K | Hold |
3,796
| – | – | 0.05% | 45 |
|
|
2023
Q3 | $790K | Hold |
3,796
| – | – | 0.02% | 51 |
|
|
2023
Q2 | $817K | Sell |
3,796
-339
| -8% | -$71.3K | 0.01% | 53 |
|
|
2023
Q1 | $955K | Sell |
4,135
-439
| -10% | -$99.7K | 0.02% | 47 |
|
|
2022
Q4 | $1.04M | Sell |
4,574
-2,169
| -32% | -$485K | 0.04% | 38 |
|
|
2022
Q3 | $1.35M | Buy |
6,743
+21
| +0.3% | +$4.25K | 0.03% | 57 |
|
|
2022
Q2 | $1.22M | Hold |
6,722
| – | – | 0.02% | 73 |
|
|
2022
Q1 | $1.29M | Hold |
6,722
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $1.59M | Hold |
6,722
| – | – | 0.03% | 147 |
|
|
2021
Q3 | $1.4M | Hold |
6,722
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $1.48M | Hold |
6,722
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $1.41M | Buy |
6,722
+1,727
| +35% | +$342K | 0.01% | 88 |
|
|
2020
Q4 | $995K | Hold |
4,995
| – | – | 0.02% | 72 |
|
|
2020
Q3 | $911K | Hold |
4,995
| – | – | 0.02% | 76 |
|
|
2020
Q2 | $789K | Hold |
4,995
| – | – | 0.02% | 76 |
|
|
2020
Q1 | $690K | Hold |
4,995
| – | – | 0.03% | 69 |
|
|
2019
Q4 | $859K | Sell |
4,995
-41
| -0.8% | -$6.63K | 0.02% | 78 |
|
|
2019
Q3 | $804K | Buy |
5,036
+41
| +0.8% | +$6.8K | 0.03% | 76 |
|
|
2019
Q2 | $860K | Sell |
4,995
-705
| -12% | -$111K | 0.04% | 84 |
|
|
2019
Q1 | $865K | Hold |
5,700
| – | – | 0.04% | 90 |
|
|
2018
Q4 | $720K | Hold |
5,700
| – | – | 0.03% | 91 |
|
|
2018
Q3 | $859K | Hold |
5,700
| – | – | 0.05% | 92 |
|
|
2018
Q2 | $778K | Hold |
5,700
| – | – | 0.07% | 91 |
|
|
2018
Q1 | $812K | Hold |
5,700
| – | – | 0.11% | 83 |
|
|
2017
Q4 | $752K | Buy |
+5,700
| New | +$734K | 0.11% | 69 |
|
Other funds holding IEX
