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Evelyn Partners Investment Management’s IDEX IEX Stock Holding History

Evelyn Partners Investment Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.4M Sell
111,876
-14,032
-11% -$3.57M 1.18% 22
2025
Q1 		$29.6M Buy
+125,908
New +$29.6M 1.35% 18