Creative Planning’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $891K | Buy |
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $902K | Buy |
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|
2022
Q3 | $689K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $818K | Buy |
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|
2020
Q2 | $615K | Sell |
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|
2020
Q1 | $684K | Sell |
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|
2019
Q4 | $903K | Sell |
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|
2019
Q3 | $895K | Buy |
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|
2019
Q2 | $899K | Sell |
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|
2019
Q1 | $836K | Buy |
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|
2018
Q4 | $681K | Buy |
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|
2018
Q3 | $678K | Buy |
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|
2018
Q2 | $499K | Buy |
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|
2018
Q1 | $496K | Sell |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $363K | Buy |
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|
2017
Q2 | $319K | Buy |
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|
2017
Q1 | $133K | Buy |
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|
2016
Q4 | $123K | Buy |
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|
2016
Q3 | $124K | Buy |
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|
2016
Q2 | $68K | Buy |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Sell |
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|
2014
Q3 | $2K | Buy |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Sell |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $4K | Buy |
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