Cresset Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+1,247
| New | +$219K | ﹤0.01% | 1453 |
|
|
2024
Q4 | – | Sell |
-4,423
| Closed | -$949K | – | 1857 |
|
|
2024
Q3 | $949K | Buy |
4,423
+481
| +12% | +$103K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $793K | Buy |
3,942
+53
| +1% | +$10.7K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $949K | Buy |
3,889
+205
| +6% | +$50K | ﹤0.01% | 993 |
|
|
2023
Q4 | $800K | Sell |
3,684
-450
| -11% | -$97.7K | ﹤0.01% | 972 |
|
|
2023
Q3 | $860K | Buy |
4,134
+401
| +11% | +$83.4K | ﹤0.01% | 891 |
|
|
2023
Q2 | $804K | Buy |
+3,733
| New | +$804K | ﹤0.01% | 918 |
|