Compass Ion Advisors’s IDEX IEX Stock Holding History

Compass Ion Advisors’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 Q2	$864K	Sell
2025 Q1	$891K	Buy
2024 Q4	$1.03M	Sell
2024 Q3	$1.09M	Buy
2024 Q2	$1.11M	Hold
2024 Q1	$1.11M	Sell
2023 Q4	$1.57M	Sell
2023 Q3	$1.5M	Buy