Evelyn Partners Investment Management Services’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Buy	13,763 +2,112	+18%	+$448K	0.39%	40
2025 Q1	$2.74M	Buy	+11,651	New	+$2.74M	0.48%	37