First Horizon Advisors’s IDEX IEX Stock Holding History

First Horizon Advisors’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	$115K	Buy	653 +12	+2%	+$2.11K	﹤0.01%	672
2025 Q1	$116K	Sell	641 -14	-2%	-$2.53K	﹤0.01%	643
2024 Q4	$137K	Sell	655 -3	-0.5%	-$628	﹤0.01%	609
2024 Q3	$141K	Sell	658 -70	-10%	-$15K	﹤0.01%	627
2024 Q2	$147K	Buy	728 +202	+38%	+$40.7K	﹤0.01%	580
2024 Q1	$128K	Sell	526 -3	-0.6%	-$732	﹤0.01%	623
2023 Q4	$115K	Buy	529 +37	+8%	+$8.03K	﹤0.01%	625
2023 Q3	$102K	Sell	492 -3	-0.6%	-$624	﹤0.01%	619
2023 Q2	$107K	Hold	495	–	–	﹤0.01%	623
2023 Q1	$114K	Hold	495	–	–	﹤0.01%	603
2022 Q4	$113K	Sell	495 -1	-0.2%	-$228	﹤0.01%	584
2022 Q3	$99K	Hold	496	–	–	﹤0.01%	612
2022 Q2	$90K	Buy	496 +376	+313%	+$68.2K	﹤0.01%	713
2022 Q1	$23K	Sell	120 -516	-81%	-$98.9K	﹤0.01%	852
2021 Q4	$150K	Buy	636 +10	+2%	+$2.36K	﹤0.01%	562
2021 Q3	$129K	Buy	626 +207	+49%	+$42.7K	﹤0.01%	599
2021 Q2	$92K	Hold	419	–	–	0.01%	569
2021 Q1	$87K	Hold	419	–	–	0.01%	553
2020 Q4	$83K	Sell	419 -44	-10%	-$8.72K	0.01%	468
2020 Q3	$84K	Buy	463 +34	+8%	+$6.17K	0.01%	429
2020 Q2	$67K	Hold	429	–	–	0.01%	460
2020 Q1	$59K	Hold	429	–	–	0.01%	454
2019 Q4	$73K	Hold	429	–	–	0.01%	488
2019 Q3	$70K	Hold	429	–	–	0.01%	481
2019 Q2	$73K	Buy	+429	New	+$73K	0.01%	491
2017 Q1	–	Sell	-93	Closed	-$8K	–	1536
2016 Q4	$8K	Hold	93	–	–	﹤0.01%	1053
2016 Q3	$8K	Buy	+93	New	+$8K	﹤0.01%	1043
2015 Q4	–	Sell	-124	Closed	-$8K	–	1317
2015 Q3	$8K	Hold	124	–	–	﹤0.01%	1043
2015 Q2	$9K	Sell	124 -73	-37%	-$5.3K	﹤0.01%	1059
2015 Q1	$15K	Buy	197 +1	+0.5%	+$76	﹤0.01%	924
2014 Q4	$15K	Buy	196 +1	+0.5%	+$77	﹤0.01%	917
2014 Q3	$14K	Hold	195	–	–	﹤0.01%	957
2014 Q2	$14K	Buy	195 +1	+0.5%	+$72	﹤0.01%	945
2014 Q1	$13K	Buy	194 +122	+169%	+$8.18K	﹤0.01%	898
2013 Q4	$4K	Sell	72 -518	-88%	-$28.8K	﹤0.01%	1120
2013 Q3	$38K	Hold	590	–	–	0.01%	493
2013 Q2	$32K	Buy	+590	New	+$32K	0.02%	267