Envestnet Portfolio Solutions’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
1,307
-171
| -12% | -$30K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $268K | Sell |
1,478
-2,184
| -60% | -$395K | ﹤0.01% | 1350 |
|
|
2024
Q4 | $766K | Buy |
3,662
+121
| +3% | +$25.3K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $760K | Sell |
3,541
-639
| -15% | -$137K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $841K | Sell |
4,180
-1,598
| -28% | -$322K | ﹤0.01% | 918 |
|
|
2024
Q1 | $1.41M | Sell |
5,778
-116
| -2% | -$28.3K | 0.01% | 736 |
|
|
2023
Q4 | $1.28M | Sell |
5,894
-5,146
| -47% | -$1.12M | 0.01% | 723 |
|
|
2023
Q3 | $2.3M | Buy |
+11,040
| New | +$2.3M | 0.01% | 513 |
|