Chevy Chase Trust’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Buy |
39,904
+191
| +0.5% | +$33.5K | 0.02% | 462 |
|
|
2025
Q1 | $7.19M | Sell |
39,713
-24
| -0.1% | -$4.34K | 0.02% | 457 |
|
|
2024
Q4 | $8.32M | Sell |
39,737
-851
| -2% | -$178K | 0.03% | 436 |
|
|
2024
Q3 | $8.71M | Sell |
40,588
-809
| -2% | -$174K | 0.03% | 432 |
|
|
2024
Q2 | $8.33M | Sell |
41,397
-485
| -1% | -$97.6K | 0.03% | 426 |
|
|
2024
Q1 | $10.2M | Sell |
41,882
-362
| -0.9% | -$88.3K | 0.03% | 393 |
|
|
2023
Q4 | $9.17M | Sell |
42,244
-252
| -0.6% | -$54.7K | 0.03% | 408 |
|
|
2023
Q3 | $8.84M | Sell |
42,496
-983
| -2% | -$204K | 0.03% | 393 |
|
|
2023
Q2 | $9.36M | Sell |
43,479
-349
| -0.8% | -$75.1K | 0.04% | 389 |
|
|
2023
Q1 | $10.1M | Buy |
43,828
+449
| +1% | +$104K | 0.04% | 373 |
|
|
2022
Q4 | $9.9M | Sell |
43,379
-2,708
| -6% | -$618K | 0.04% | 371 |
|
|
2022
Q3 | $9.21M | Buy |
46,087
+187
| +0.4% | +$37.4K | 0.04% | 383 |
|
|
2022
Q2 | $8.34M | Buy |
45,900
+189
| +0.4% | +$34.3K | 0.03% | 418 |
|
|
2022
Q1 | $8.76M | Buy |
45,711
+114
| +0.3% | +$21.9K | 0.03% | 443 |
|
|
2021
Q4 | $10.8M | Sell |
45,597
-1,065
| -2% | -$252K | 0.03% | 407 |
|
|
2021
Q3 | $9.66M | Sell |
46,662
-1,722
| -4% | -$356K | 0.03% | 419 |
|
|
2021
Q2 | $10.6M | Sell |
48,384
-2,548
| -5% | -$561K | 0.04% | 414 |
|
|
2021
Q1 | $10.7M | Sell |
50,932
-3,788
| -7% | -$793K | 0.04% | 408 |
|
|
2020
Q4 | $10.9M | Sell |
54,720
-1,272
| -2% | -$253K | 0.04% | 389 |
|
|
2020
Q3 | $10.2M | Sell |
55,992
-4,674
| -8% | -$853K | 0.04% | 364 |
|
|
2020
Q2 | $9.59M | Sell |
60,666
-3,990
| -6% | -$631K | 0.04% | 377 |
|
|
2020
Q1 | $8.93M | Buy |
64,656
+1,099
| +2% | +$152K | 0.04% | 362 |
|
|
2019
Q4 | $10.9M | Buy |
63,557
+220
| +0.3% | +$37.8K | 0.04% | 403 |
|
|
2019
Q3 | $10.4M | Buy |
+63,337
| New | +$10.4M | 0.04% | 392 |
|