Charles Schwab’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107M | Sell |
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|
2025
Q2 | $116M | Buy |
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|
2025
Q1 | $117M | Buy |
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|
2024
Q4 | $134M | Buy |
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|
2024
Q3 | $135M | Buy |
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|
2024
Q2 | $126M | Buy |
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|
2024
Q1 | $150M | Buy |
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|
2023
Q4 | $132M | Buy |
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|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $126M | Sell |
|
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|
2023
Q1 | $136M | Buy |
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|
2022
Q4 | $134M | Buy |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $101M | Buy |
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|
2022
Q1 | $105M | Buy |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q3 | $107M | Buy |
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|
2021
Q2 | $111M | Buy |
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|
2021
Q1 | $103M | Sell |
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|
2020
Q4 | $101M | Buy |
|
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|
2020
Q3 | $91.6M | Sell |
|
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|
2020
Q2 | $84.3M | Sell |
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|
2020
Q1 | $74.2M | Buy |
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|
2019
Q4 | $87.4M | Buy |
|
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|
2019
Q3 | $81.7M | Buy |
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|
2019
Q2 | $60.6M | Buy |
|
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|
2019
Q1 | $51.7M | Buy |
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|
2018
Q4 | $40.6M | Buy |
|
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|
2018
Q3 | $47M | Buy |
|
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|
2018
Q2 | $40.4M | Buy |
|
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|
2018
Q1 | $40.7M | Buy |
|
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|
2017
Q4 | $36.5M | Buy |
|
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|
2017
Q3 | $32.1M | Buy |
|
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|
2017
Q2 | $28.6M | Buy |
|
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|
2017
Q1 | $22.1M | Buy |
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|
2016
Q4 | $20M | Buy |
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|
2016
Q3 | $19.7M | Buy |
|
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|
2016
Q2 | $16.6M | Sell |
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|
2016
Q1 | $19.6M | Buy |
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|
2015
Q4 | $17.2M | Buy |
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|
2015
Q3 | $15M | Buy |
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|
2015
Q2 | $16.2M | Buy |
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|
2015
Q1 | $14.5M | Buy |
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|
2014
Q4 | $13.3M | Sell |
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|
2014
Q3 | $26.1M | Buy |
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|
2014
Q2 | $28.6M | Buy |
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|
2014
Q1 | $22.1M | Buy |
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|
2013
Q4 | $13.8M | Buy |
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|
2013
Q3 | $11.1M | Buy |
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|
2013
Q2 | $5.95M | Buy |
|