Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$1.23M Sell
7,535
-604
-7% -$100K 0.01% 720
2019
Q2
$1.4M Sell
8,139
-272
-3% -$42.7K 0.01% 689
2019
Q1
$1.28M Sell
8,411
-143
-2% -$20.2K 0.01% 723
2018
Q4
$1.08M Sell
8,554
-1,527
-15% -$204K 0.01% 718
2018
Q3
$1.52M Sell
10,081
-1,029
-9% -$153K 0.02% 682
2018
Q2
$1.52M Sell
11,110
-234
-2% -$32.7K 0.02% 683
2018
Q1
$1.62M Sell
11,344
-3,517
-24% -$491K 0.02% 631
2017
Q4
$1.96M Sell
14,861
-1,505
-9% -$194K 0.03% 541
2017
Q3
$1.99M Sell
16,366
-2,811
-15% -$328K 0.03% 530
2017
Q2
$2.17M Sell
19,177
-3,038
-14% -$319K 0.03% 496
2017
Q1
$2.08M Sell
22,215
-891
-4% -$81.8K 0.03% 458
2016
Q4
$2.16M Hold
23,106
0.03% 415
2016
Q3
$2.16M Sell
23,106
-2,293
-9% -$207K 0.03% 411
2016
Q2
$2.08M Sell
25,399
-806
-3% -$67.1K 0.03% 414
2016
Q1
$2.17M Sell
26,205
-5,209
-17% -$391K 0.04% 391
2015
Q4
$2.41M Sell
31,414
-8,222
-21% -$630K 0.05% 304
2015
Q3
$2.83M Sell
39,636
-1,074
-3% -$79.1K 0.06% 266
2015
Q2
$3.2M Sell
40,710
-1,046
-3% -$81K 0.07% 256
2015
Q1
$31.7M Sell
41,756
-4,251
-9% -$320K 0.07% 243
2014
Q4
$35.8M Sell
46,007
-2,963
-6% -$221K 0.08% 209
2014
Q3
$35.4M Sell
48,970
-1,091
-2% -$84.2K 0.08% 209
2014
Q2
$40.4M Buy
50,061
+4,757
+11% +$360K 0.1% 190
2014
Q1
$33M Buy
45,304
+4,487
+11% +$327K 0.09% 190
2013
Q4
$30.1M Buy
40,817
+5,882
+17% +$409K 0.08% 192
2013
Q3
$22.8M Buy
34,935
+1,919
+6% +$116K 0.07% 205
2013
Q2
$17.8K Buy
+33,016
New +$1.76M 0.06% 227

Other funds holding IEX