AssuredPartners Investment Advisors’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,032	Closed	-$368K	–	288
2025 Q1	$368K	Buy	2,032 +189	+10%	+$34.2K	0.07%	243
2024 Q4	$386K	Buy	+1,843	New	+$386K	0.08%	240