Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s IDEX IEX Stock Holding History

Capital Fund Management (CFM)’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,083
Closed -$3.17M – 2731
2025
Q2 		$3.17M Buy
+18,083
New +$3.21M 0.04% 1426
2019
Q3 		– Sell
-6,975
Closed -$1.2M – 1831
2019
Q2 		$1.2M Sell
6,975
-21,100
-75% -$3.31M 0.03% 962
2019
Q1 		$4.26M Buy
+28,075
New +$3.97M 0.09% 547
2018
Q4 		– Sell
-53,135
Closed -$8.01M – 2070
2018
Q3 		$8.01M Buy
53,135
+27,435
+107% +$4.09M 0.12% 570
2018
Q2 		$3.51M Buy
+25,700
New +$3.59M 0.05% 877
2017
Q2 		– Sell
-36,000
Closed -$3.37M – 1633
2017
Q1 		$3.37M Buy
+36,000
New +$3.31M 0.06% 591
2015
Q2 		– Sell
-53,700
Closed -$4.07M – 1626
2015
Q1 		$4.07M Buy
53,700
+20,812
+63% +$1.57M 0.1% 399
2014
Q4 		$2.56M Sell
32,888
-70,680
-68% -$5.26M 0.07% 622
2014
Q3 		$7.5M Buy
+103,568
New +$7.99M 0.22% 298
2014
Q2 		– Sell
-66,597
Closed -$4.85M – 1848
2014
Q1 		$4.85M Buy
+66,597
New +$4.85M 0.13% 383
2013
Q3 		– Sell
-73,559
Closed -$3.96M – 1780
2013
Q2 		$3.96M Buy
+73,559
New +$3.92M 0.1% 419

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