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Davenport & Co’s IDEX IEX Stock Holding History

Davenport & Co’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Buy
1,932
+713
+58% +$125K ﹤0.01% 979
2025
Q1 		$221K Buy
1,219
+5
+0.4% +$905 ﹤0.01% 1079
2024
Q4 		$254K Sell
1,214
-103
-8% -$21.6K ﹤0.01% 1024
2024
Q3 		$282K Buy
+1,317
New +$282K ﹤0.01% 981