Capital World Investors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200,000
| Closed | -$41.9M | – | 564 |
|
|
2024
Q4 | $41.9M | Hold |
200,000
| – | – | 0.01% | 416 |
|
|
2024
Q3 | $42.9M | Hold |
200,000
| – | – | 0.01% | 406 |
|
|
2024
Q2 | $40.2M | Hold |
200,000
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $48.8M | Hold |
200,000
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $43.4M | Hold |
200,000
| – | – | 0.01% | 397 |
|
|
2023
Q3 | $41.6M | Hold |
200,000
| – | – | 0.01% | 386 |
|
|
2023
Q2 | $43.1M | Hold |
200,000
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $46.2M | Hold |
200,000
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $45.7M | Hold |
200,000
| – | – | 0.01% | 398 |
|
|
2022
Q3 | $40M | Sell |
200,000
-3
| -0% | -$600 | 0.01% | 408 |
|
|
2022
Q2 | $36.3M | Sell |
200,003
-225,677
| -53% | -$41M | 0.01% | 419 |
|
|
2022
Q1 | $81.7M | Sell |
425,680
-1,411,498
| -77% | -$271M | 0.01% | 373 |
|
|
2021
Q4 | $434M | Buy |
1,837,178
+9,529
| +0.5% | +$2.25M | 0.07% | 230 |
|
|
2021
Q3 | $378M | Buy |
1,827,649
+11,367
| +0.6% | +$2.35M | 0.06% | 241 |
|
|
2021
Q2 | $400M | Buy |
1,816,282
+15,909
| +0.9% | +$3.5M | 0.07% | 237 |
|
|
2021
Q1 | $377M | Sell |
1,800,373
-236,502
| -12% | -$49.5M | 0.07% | 228 |
|
|
2020
Q4 | $406M | Sell |
2,036,875
-509,100
| -20% | -$101M | 0.08% | 219 |
|
|
2020
Q3 | $464M | Buy |
2,545,975
+15,902
| +0.6% | +$2.9M | 0.1% | 196 |
|
|
2020
Q2 | $400M | Sell |
2,530,073
-77,678
| -3% | -$12.3M | 0.1% | 188 |
|
|
2020
Q1 | $360M | Sell |
2,607,751
-3,104,702
| -54% | -$429M | 0.1% | 168 |
|
|
2019
Q4 | $983M | Buy |
5,712,453
+27,224
| +0.5% | +$4.68M | 0.22% | 113 |
|
|
2019
Q3 | $932M | Buy |
5,685,229
+11,267
| +0.2% | +$1.85M | 0.22% | 112 |
|
|
2019
Q2 | $977M | Buy |
5,673,962
+13,505
| +0.2% | +$2.32M | 0.23% | 115 |
|
|
2019
Q1 | $859M | Buy |
5,660,457
+21,774
| +0.4% | +$3.3M | 0.21% | 115 |
|
|
2018
Q4 | $712M | Sell |
5,638,683
-124,996
| -2% | -$15.8M | 0.19% | 124 |
|
|
2018
Q3 | $868M | Sell |
5,763,679
-267,684
| -4% | -$40.3M | 0.21% | 125 |
|
|
2018
Q2 | $823M | Buy |
6,031,363
+16,621
| +0.3% | +$2.27M | 0.18% | 131 |
|
|
2018
Q1 | $857M | Buy |
6,014,742
+9,729
| +0.2% | +$1.39M | 0.19% | 127 |
|
|
2017
Q4 | $792M | Buy |
6,005,013
+5,071
| +0.1% | +$669K | 0.17% | 130 |
|
|
2017
Q3 | $729M | Buy |
5,999,942
+10,171
| +0.2% | +$1.24M | 0.17% | 125 |
|
|
2017
Q2 | $677M | Buy |
5,989,771
+24,401
| +0.4% | +$2.76M | 0.16% | 131 |
|
|
2017
Q1 | $558M | Sell |
5,965,370
-12,459
| -0.2% | -$1.17M | 0.13% | 143 |
|
|
2016
Q4 | $538M | Buy |
5,977,829
+10,845
| +0.2% | +$977K | 0.14% | 146 |
|
|
2016
Q3 | $558M | Buy |
5,966,984
+1,532,396
| +35% | +$143M | 0.15% | 136 |
|
|
2016
Q2 | $364M | Buy |
4,434,588
+2,298
| +0.1% | +$189K | 0.1% | 176 |
|
|
2016
Q1 | $367M | Buy |
4,432,290
+805,565
| +22% | +$66.8M | 0.1% | 174 |
|
|
2015
Q4 | $278M | Buy |
3,626,725
+3,843
| +0.1% | +$294K | 0.08% | 203 |
|
|
2015
Q3 | $258M | Buy |
3,622,882
+501,157
| +16% | +$35.7M | 0.08% | 212 |
|
|
2015
Q2 | $245M | Buy |
3,121,725
+1,004,325
| +47% | +$78.9M | 0.07% | 226 |
|
|
2015
Q1 | $161M | Buy |
2,117,400
+1,062,400
| +101% | +$80.6M | 0.04% | 266 |
|
|
2014
Q4 | $82.1M | Buy |
1,055,000
+14,300
| +1% | +$1.11M | 0.02% | 322 |
|
|
2014
Q3 | $75.3M | Hold |
1,040,700
| – | – | 0.02% | 331 |
|
|
2014
Q2 | $84M | Hold |
1,040,700
| – | – | 0.02% | 323 |
|
|
2014
Q1 | $75.9M | Sell |
1,040,700
-260,000
| -20% | -$19M | 0.02% | 317 |
|
|
2013
Q4 | $96.1M | Hold |
1,300,700
| – | – | 0.03% | 300 |
|
|
2013
Q3 | $84.9M | Sell |
1,300,700
-11,000
| -0.8% | -$718K | 0.03% | 307 |
|
|
2013
Q2 | $70.6M | Buy |
+1,311,700
| New | +$70.6M | 0.02% | 309 |
|