Cornerstone Planning Group’s IDEX IEX Stock Holding History

Cornerstone Planning Group’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	$971	Sell
2025 Q1	$1.34K	Buy
2024 Q4	$1.55K	Buy
2023 Q3	–	Sell
2023 Q2	$861	Buy