Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s IDEX IEX Stock Holding History

Envestnet Portfolio Solutions’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 		$230K Sell
2025
Q1 		$268K Sell
2024
Q4 		$766K Buy
2024
Q3 		$760K Sell
2024
Q2 		$841K Sell
2024
Q1 		$1.41M Sell
2023
Q4 		$1.28M Sell
2023
Q3 		$2.3M Buy