Envestnet Asset Management’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 | $17.7M | Buy |
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|
2025
Q1 | $15.9M | Sell |
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|
2024
Q4 | $23.4M | Sell |
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|
2024
Q3 | $26.8M | Buy |
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|
2024
Q2 | $24M | Sell |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $27.7M | Sell |
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|
2023
Q3 | $38.5M | Buy |
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|
2023
Q2 | $30.6M | Buy |
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|
2023
Q1 | $32.2M | Sell |
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|
2022
Q4 | $32.2M | Buy |
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|
2022
Q3 | $24.8M | Buy |
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|
2022
Q2 | $22.3M | Sell |
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|
2022
Q1 | $23.8M | Buy |
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|
2021
Q4 | $27.7M | Buy |
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|
2021
Q3 | $22.6M | Buy |
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|
2021
Q2 | $23.6M | Buy |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $8.74M | Sell |
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|
2020
Q3 | $8.62M | Buy |
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|
2020
Q2 | $7.2M | Buy |
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|
2020
Q1 | $6.27M | Sell |
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|
2019
Q4 | $7.91M | Sell |
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|
2019
Q3 | $8.06M | Sell |
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|
2019
Q2 | $8.56M | Buy |
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|
2019
Q1 | $7.09M | Buy |
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|
2018
Q4 | $4.58M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.62M | Sell |
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|
2018
Q1 | $2.73M | Sell |
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|
2017
Q4 | $4.25M | Sell |
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|
2017
Q3 | $4.01M | Sell |
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|
2017
Q2 | $4.34M | Sell |
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|
2017
Q1 | $3.87M | Sell |
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|
2016
Q4 | $3.95M | Buy |
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|
2016
Q3 | $3.95M | Sell |
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|
2016
Q2 | $5.85M | Sell |
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|
2016
Q1 | $6.07M | Sell |
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|
2015
Q4 | $6.27M | Sell |
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|
2015
Q3 | $6.08M | Buy |
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|
2015
Q2 | $6.24M | Sell |
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|
2015
Q1 | $6.13M | Buy |
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|
2014
Q4 | $176K | Sell |
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|
2014
Q3 | $271K | Sell |
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|
2014
Q2 | $307K | Sell |
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $400K | Buy |
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|
2013
Q3 | $341K | Sell |
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|
2013
Q2 | $357K | Buy |
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