Altshuler Shaham’s IDEX IEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Hold	1,965	–	–	0.01%	126
2025 Q1	$356K	Hold	1,965	–	–	0.01%	102
2024 Q4	$411K	Sell	1,965 -881	-31%	-$184K	0.01%	81
2024 Q3	$610K	Hold	2,846	–	–	0.04%	65
2024 Q2	$573K	Hold	2,846	–	–	0.02%	65
2024 Q1	$694K	Sell	2,846 -950	-25%	-$232K	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%	-$73K	0.01%	53
2023 Q1	$955K	Sell	4,135 -439	-10%	-$101K	0.02%	46
2022 Q4	$1.04M	Sell	4,574 -2,169	-32%	-$495K	0.04%	38
2022 Q3	$1.35M	Buy	6,743 +21	+0.3%	+$4.2K	0.03%	57
2022 Q2	$1.22M	Hold	6,722	–	–	0.02%	67
2022 Q1	$1.29M	Hold	6,722	–	–	0.01%	127
2021 Q4	$1.59M	Hold	6,722	–	–	0.01%	115
2021 Q3	$1.4M	Hold	6,722	–	–	0.01%	146
2021 Q2	$1.48M	Hold	6,722	–	–	0.01%	157
2021 Q1	$1.41M	Buy	6,722 +1,727	+35%	+$361K	0.01%	85
2020 Q4	$995K	Hold	4,995	–	–	0.02%	69
2020 Q3	$911K	Hold	4,995	–	–	0.02%	76
2020 Q2	$789K	Hold	4,995	–	–	0.02%	73
2020 Q1	$690K	Hold	4,995	–	–	0.03%	68
2019 Q4	$859K	Sell	4,995 -41	-0.8%	-$7.05K	0.02%	78
2019 Q3	$804K	Buy	5,036 +41	+0.8%	+$6.55K	0.03%	76
2019 Q2	$860K	Sell	4,995 -705	-12%	-$121K	0.04%	84
2019 Q1	$865K	Hold	5,700	–	–	0.04%	90
2018 Q4	$720K	Hold	5,700	–	–	0.03%	87
2018 Q3	$859K	Hold	5,700	–	–	0.05%	92
2018 Q2	$778K	Hold	5,700	–	–	0.06%	90
2018 Q1	$812K	Hold	5,700	–	–	0.11%	83
2017 Q4	$752K	Buy	+5,700	New	+$752K	0.11%	68