Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.06M Sell
26,672
-6,600
-20% -$1.3M 0.01% 588
2025
Q4
$5.92M Buy
33,272
+6,477
+24% +$1.11M 0.01% 553
2025
Q3
$4.36M Buy
+26,795
New +$4.53M 0.01% 587
2025
Q1
$5.31M Buy
29,324
+588
+2% +$117K 0.02% 526
2024
Q4
$6.01M Buy
28,736
+8,819
+44% +$1.93M 0.02% 514
2024
Q3
$4.27M Buy
19,917
+1,569
+9% +$316K 0.02% 453
2024
Q2
$3.69M Buy
18,348
+13,702
+295% +$2.99M 0.02% 437
2024
Q1
$1.05M Buy
4,646
+2,506
+117% +$566K 0.01% 546
2023
Q4
$465K Buy
2,140
+1,429
+201% +$288K 0.01% 577
2023
Q3
$148K Buy
+711
New +$154K ﹤0.01% 646
2017
Q4
Sell
-55,072
Closed -$6.69M 701
2017
Q3
$6.69M Buy
55,072
+10,792
+24% +$1.26M 0.02% 583
2017
Q2
$5M Buy
44,280
+35,591
+410% +$3.74M 0.02% 686
2017
Q1
$813K Sell
8,689
-111,321
-93% -$10.2M ﹤0.01% 1241
2016
Q4
$10.8M Buy
120,010
+26,894
+29% +$2.43M 0.03% 481
2016
Q3
$8.71M Buy
+93,116
New +$8.41M 0.03% 521
2015
Q2
Sell
-20,300
Closed -$1.54M 1434
2015
Q1
$1.54M Hold
20,300
0.01% 954
2014
Q4
$1.52M Hold
20,300
0.01% 984
2014
Q3
$1.47M Sell
20,300
-2,000
-9% -$154K 0.01% 990
2014
Q2
$1.8M Sell
22,300
-10,343
-32% -$782K 0.01% 965
2014
Q1
$2.38M Buy
32,643
+600
+2% +$43.7K 0.01% 832
2013
Q4
$2.37M Hold
32,043
0.01% 822
2013
Q3
$2.09M Buy
+32,043
New +$1.94M 0.01% 830

Other funds holding IEX