ECM
IEX icon

Estabrook Capital Management’s IDEX IEX Stock Holding History

Estabrook Capital Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$281K Hold
1,600
– – 0.04% 105
2025
Q1 		$290K Hold
1,600
– – 0.05% 104
2024
Q4 		$335K Hold
1,600
– – 0.05% 104
2024
Q3 		$343K Hold
1,600
– – 0.05% 108
2024
Q2 		$322K Hold
1,600
– – 0.05% 113
2024
Q1 		$390K Hold
1,600
– – 0.06% 107
2023
Q4 		$347K Hold
1,600
– – 0.06% 109
2023
Q3 		$333K Hold
1,600
– – 0.06% 110
2023
Q2 		$344K Hold
1,600
– – 0.06% 111
2023
Q1 		$370K Hold
1,600
– – 0.06% 108
2022
Q4 		$365K Hold
1,600
– – 0.06% 106
2022
Q3 		$320K Hold
1,600
– – 0.06% 111
2022
Q2 		$291K Hold
1,600
– – 0.05% 122
2022
Q1 		$307K Hold
1,600
– – 0.05% 122
2021
Q4 		$378K Hold
1,600
– – 0.05% 116
2021
Q3 		$331K Hold
1,600
– – 0.05% 111
2021
Q2 		$352K Hold
1,600
– – 0.05% 111
2021
Q1 		$335K Hold
1,600
– – 0.05% 113
2020
Q4 		$319K Hold
1,600
– – 0.05% 110
2020
Q3 		$292K Hold
1,600
– – 0.05% 110
2020
Q2 		$253K Hold
1,600
– – 0.05% 115
2020
Q1 		$221K Hold
1,600
– – 0.05% 114
2019
Q4 		$275K Hold
1,600
– – 0.04% 125
2019
Q3 		$262K Hold
1,600
– – 0.04% 125
2019
Q2 		$275K Hold
1,600
– – 0.05% 121
2019
Q1 		$243K Hold
1,600
– – 0.04% 119
2018
Q4 		$202K Hold
1,600
– – 0.04% 120
2018
Q3 		$241K Sell
1,600
-150
-9% -$22.6K 0.04% 122
2018
Q2 		$239K Hold
1,750
– – 0.04% 120
2018
Q1 		$249K Hold
1,750
– – 0.04% 124
2017
Q4 		$231K Hold
1,750
– – 0.03% 128
2017
Q3 		$213K Hold
1,750
– – 0.03% 137
2017
Q2 		$198K Hold
1,750
– – 0.03% 138
2017
Q1 		$164K Hold
1,750
– – 0.03% 148
2016
Q4 		$158K Hold
1,750
– – 0.02% 155
2016
Q3 		$164K Hold
1,750
– – 0.02% 151
2016
Q2 		$144K Hold
1,750
– – 0.02% 152
2016
Q1 		$145K Hold
1,750
– – 0.02% 152
2015
Q4 		$134K Hold
1,750
– – 0.02% 158
2015
Q3 		$125K Hold
1,750
– – 0.02% 170
2015
Q2 		$138K Hold
1,750
– – 0.02% 173
2015
Q1 		$133K Hold
1,750
– – 0.02% 181
2014
Q4 		$136K Hold
1,750
– – 0.02% 178
2014
Q3 		$127K Sell
1,750
-500
-22% -$36.2K 0.01% 190
2014
Q2 		$182K Hold
2,250
– – 0.02% 171
2014
Q1 		$164K Hold
2,250
– – 0.02% 184
2013
Q4 		$166K Hold
2,250
– – 0.02% 189
2013
Q3 		$147K Hold
2,250
– – 0.02% 196
2013
Q2 		$121K Buy
+2,250
New +$121K 0.01% 204