Federated Hermes’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.5K | Sell |
314
-5
| -2% | -$987 | ﹤0.01% | 1659 |
|
|
2025
Q4 | $56.8K | Sell |
319
-3
| -0.9% | -$513 | ﹤0.01% | 1629 |
|
|
2025
Q3 | $52.4K | Sell |
322
-7
| -2% | -$1.18K | ﹤0.01% | 1655 |
|
|
2025
Q2 | $57.8K | Sell |
329
-4
| -1% | -$709 | ﹤0.01% | 1628 |
|
|
2025
Q1 | $60.3K | Buy |
333
+100
| +43% | +$19.9K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $48.8K | Sell |
233
-224
| -49% | -$49K | ﹤0.01% | 1673 |
|
|
2024
Q3 | $98K | Buy |
457
+14
| +3% | +$2.82K | ﹤0.01% | 1573 |
|
|
2024
Q2 | $89.1K | Buy |
443
+17
| +4% | +$3.71K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $104K | Sell |
426
-44
| -9% | -$9.94K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $102K | Buy |
470
+23
| +5% | +$4.64K | ﹤0.01% | 1583 |
|
|
2023
Q3 | $93K | Buy |
447
+147
| +49% | +$31.9K | ﹤0.01% | 1613 |
|
|
2023
Q2 | $64.6K | Sell |
300
-1,620
| -84% | -$341K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $444K | Sell |
1,920
-1,574
| -45% | -$357K | ﹤0.01% | 1432 |
|
|
2022
Q4 | $798K | Buy |
3,494
+540
| +18% | +$121K | ﹤0.01% | 1217 |
|
|
2022
Q3 | $590K | Buy |
2,954
+2,281
| +339% | +$461K | ﹤0.01% | 1289 |
|
|
2022
Q2 | $122K | Sell |
673
-67
| -9% | -$12.6K | ﹤0.01% | 1596 |
|
|
2022
Q1 | $142K | Buy |
740
+1
| +0.1% | +$203 | ﹤0.01% | 1622 |
|
|
2021
Q4 | $175K | Sell |
739
-25
| -3% | -$5.68K | ﹤0.01% | 1654 |
|
|
2021
Q3 | $158K | Sell |
764
-15
| -2% | -$3.33K | ﹤0.01% | 1706 |
|
|
2021
Q2 | $171K | Sell |
779
-4,157
| -84% | -$919K | ﹤0.01% | 1700 |
|
|
2021
Q1 | $1.03M | Sell |
4,936
-179
| -3% | -$35.5K | ﹤0.01% | 1359 |
|
|
2020
Q4 | $1.02M | Sell |
5,115
-43,315
| -89% | -$8.23M | ﹤0.01% | 1313 |
|
|
2020
Q3 | $8.83M | Sell |
48,430
-45,295
| -48% | -$7.84M | 0.02% | 596 |
|
|
2020
Q2 | $14.8M | Sell |
93,725
-10,687
| -10% | -$1.63M | 0.04% | 453 |
|
|
2020
Q1 | $14.4M | Buy |
104,412
+103,371
| +9,930% | +$16.2M | 0.04% | 404 |
|
|
2019
Q4 | $179K | Buy |
1,041
+270
| +35% | +$43.7K | ﹤0.01% | 1617 |
|
|
2019
Q3 | $126K | Sell |
771
-23,460
| -97% | -$3.89M | ﹤0.01% | 1630 |
|
|
2019
Q2 | $4.17M | Sell |
24,231
-11,777
| -33% | -$1.85M | 0.01% | 837 |
|
|
2019
Q1 | $5.46M | Sell |
36,008
-3,700
| -9% | -$523K | 0.01% | 760 |
|
|
2018
Q4 | $5.01M | Sell |
39,708
-16,865
| -30% | -$2.26M | 0.01% | 733 |
|
|
2018
Q3 | $8.52M | Buy |
56,573
+26,298
| +87% | +$3.92M | 0.02% | 627 |
|
|
2018
Q2 | $4.13M | Sell |
30,275
-4,495
| -13% | -$628K | 0.01% | 747 |
|
|
2018
Q1 | $4.96M | Sell |
34,770
-118,816
| -77% | -$16.6M | 0.02% | 624 |
|
|
2017
Q4 | $20.3M | Buy |
153,586
+82,901
| +117% | +$10.7M | 0.06% | 249 |
|
|
2017
Q3 | $8.59M | Buy |
70,685
+34,184
| +94% | +$3.99M | 0.02% | 431 |
|
|
2017
Q2 | $4.13M | Sell |
36,501
-4,372
| -11% | -$460K | 0.01% | 642 |
|
|
2017
Q1 | $3.82M | Buy |
40,873
+1,373
| +3% | +$126K | 0.01% | 675 |
|
|
2016
Q4 | $3.56M | Sell |
39,500
-1,217
| -3% | -$110K | 0.01% | 660 |
|
|
2016
Q3 | $3.81M | Sell |
40,717
-1,859
| -4% | -$168K | 0.01% | 646 |
|
|
2016
Q2 | $3.5M | Buy |
42,576
+2,181
| +5% | +$181K | 0.01% | 656 |
|
|
2016
Q1 | $3.35M | Sell |
40,395
-1,388
| -3% | -$104K | 0.01% | 655 |
|
|
2015
Q4 | $3.2M | Sell |
41,783
-3,216
| -7% | -$246K | 0.01% | 700 |
|
|
2015
Q3 | $3.21M | Sell |
44,999
-2,776
| -6% | -$205K | 0.01% | 693 |
|
|
2015
Q2 | $3.75M | Sell |
47,775
-67
| -0.1% | -$5.19K | 0.01% | 699 |
|
|
2015
Q1 | $3.63M | Sell |
47,842
-11,760
| -20% | -$885K | 0.01% | 721 |
|
|
2014
Q4 | $4.64M | Sell |
59,602
-10,932
| -15% | -$814K | 0.01% | 634 |
|
|
2014
Q3 | $5.11M | Buy |
70,534
+1,527
| +2% | +$118K | 0.02% | 634 |
|
|
2014
Q2 | $5.57M | Sell |
69,007
-1,120
| -2% | -$84.7K | 0.02% | 619 |
|
|
2014
Q1 | $5.11M | Buy |
70,127
+10,964
| +19% | +$798K | 0.02% | 633 |
|
|
2013
Q4 | $4.37M | Buy |
59,163
+3,911
| +7% | +$272K | 0.02% | 661 |
|
|
2013
Q3 | $3.6M | Buy |
55,252
+2,003
| +4% | +$121K | 0.01% | 699 |
|
|
2013
Q2 | $2.87M | Buy |
+53,249
| New | +$2.84M | 0.01% | 755 |
|
Other funds holding IEX
VCM
VPM
