Cresset Asset Management’s IDEX IEX Stock Holding History

Cresset Asset Management’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	$219K	Buy
2024 Q4	–	Sell
2024 Q3	$949K	Buy
2024 Q2	$793K	Buy
2024 Q1	$949K	Buy
2023 Q4	$800K	Sell
2023 Q3	$860K	Buy
2023 Q2	$804K	Buy