Creative Planning’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
12,125
+5,724
| +89% | +$1M | ﹤0.01% | 1261 |
|
|
2025
Q1 | $1.16M | Buy |
6,401
+456
| +8% | +$82.5K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $1.24M | Buy |
5,945
+921
| +18% | +$193K | ﹤0.01% | 1477 |
|
|
2024
Q3 | $1.08M | Sell |
5,024
-323
| -6% | -$69.3K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $1.08M | Buy |
5,347
+407
| +8% | +$81.9K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $1.21M | Buy |
4,940
+468
| +10% | +$114K | ﹤0.01% | 1211 |
|
|
2023
Q4 | $971K | Buy |
4,472
+188
| +4% | +$40.8K | ﹤0.01% | 1242 |
|
|
2023
Q3 | $891K | Buy |
4,284
+116
| +3% | +$24.1K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $897K | Sell |
4,168
-154
| -4% | -$33.2K | ﹤0.01% | 1181 |
|
|
2023
Q1 | $999K | Buy |
4,322
+371
| +9% | +$85.7K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $902K | Buy |
3,951
+505
| +15% | +$115K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $689K | Buy |
3,446
+585
| +20% | +$117K | ﹤0.01% | 1136 |
|
|
2022
Q2 | $520K | Sell |
2,861
-177
| -6% | -$32.2K | ﹤0.01% | 1287 |
|
|
2022
Q1 | $583K | Buy |
3,038
+58
| +2% | +$11.1K | ﹤0.01% | 1246 |
|
|
2021
Q4 | $704K | Buy |
2,980
+32
| +1% | +$7.56K | ﹤0.01% | 1117 |
|
|
2021
Q3 | $610K | Buy |
2,948
+69
| +2% | +$14.3K | ﹤0.01% | 1192 |
|
|
2021
Q2 | $634K | Sell |
2,879
-492
| -15% | -$108K | ﹤0.01% | 1148 |
|
|
2021
Q1 | $706K | Sell |
3,371
-72
| -2% | -$15.1K | ﹤0.01% | 1203 |
|
|
2020
Q4 | $686K | Sell |
3,443
-1,042
| -23% | -$208K | ﹤0.01% | 1125 |
|
|
2020
Q3 | $818K | Buy |
4,485
+596
| +15% | +$109K | ﹤0.01% | 880 |
|
|
2020
Q2 | $615K | Sell |
3,889
-1,066
| -22% | -$169K | ﹤0.01% | 930 |
|
|
2020
Q1 | $684K | Sell |
4,955
-296
| -6% | -$40.9K | ﹤0.01% | 795 |
|
|
2019
Q4 | $903K | Sell |
5,251
-210
| -4% | -$36.1K | ﹤0.01% | 827 |
|
|
2019
Q3 | $895K | Buy |
5,461
+239
| +5% | +$39.2K | ﹤0.01% | 803 |
|
|
2019
Q2 | $899K | Sell |
5,222
-288
| -5% | -$49.6K | ﹤0.01% | 794 |
|
|
2019
Q1 | $836K | Buy |
5,510
+115
| +2% | +$17.4K | ﹤0.01% | 793 |
|
|
2018
Q4 | $681K | Buy |
5,395
+898
| +20% | +$113K | ﹤0.01% | 815 |
|
|
2018
Q3 | $678K | Buy |
4,497
+843
| +23% | +$127K | ﹤0.01% | 916 |
|
|
2018
Q2 | $499K | Buy |
3,654
+171
| +5% | +$23.4K | ﹤0.01% | 1063 |
|
|
2018
Q1 | $496K | Sell |
3,483
-13
| -0.4% | -$1.85K | ﹤0.01% | 1082 |
|
|
2017
Q4 | $461K | Buy |
3,496
+505
| +17% | +$66.6K | ﹤0.01% | 1120 |
|
|
2017
Q3 | $363K | Buy |
2,991
+168
| +6% | +$20.4K | ﹤0.01% | 1209 |
|
|
2017
Q2 | $319K | Buy |
2,823
+1,401
| +99% | +$158K | ﹤0.01% | 1245 |
|
|
2017
Q1 | $133K | Buy |
1,422
+59
| +4% | +$5.52K | ﹤0.01% | 1758 |
|
|
2016
Q4 | $123K | Buy |
1,363
+37
| +3% | +$3.34K | ﹤0.01% | 1710 |
|
|
2016
Q3 | $124K | Buy |
1,326
+502
| +61% | +$46.9K | ﹤0.01% | 1690 |
|
|
2016
Q2 | $68K | Buy |
824
+430
| +109% | +$35.5K | ﹤0.01% | 1920 |
|
|
2016
Q1 | $33K | Sell |
394
-33
| -8% | -$2.76K | ﹤0.01% | 2374 |
|
|
2015
Q4 | $33K | Buy |
427
+342
| +402% | +$26.4K | ﹤0.01% | 2422 |
|
|
2015
Q3 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 3471 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | – | – | 1889 |
|
|
2015
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4137 |
|
|
2014
Q4 | $0 | Sell |
6
-23
| -79% | – | ﹤0.01% | 4084 |
|
|
2014
Q3 | $2K | Buy |
29
+23
| +383% | +$1.59K | ﹤0.01% | 3566 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3722 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3575 |
|
|
2013
Q4 | $0 | Sell |
6
-72
| -92% | – | ﹤0.01% | 3381 |
|
|
2013
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 2728 |
|
|
2013
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 2619 |
|