Fisher Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
707,223
+47,899
| +7% | +$8.41M | 0.05% | 148 |
|
|
2025
Q1 | $119M | Sell |
659,324
-4,578
| -0.7% | -$828K | 0.05% | 147 |
|
|
2024
Q4 | $139M | Buy |
663,902
+4,896
| +0.7% | +$1.02M | 0.06% | 148 |
|
|
2024
Q3 | $141M | Buy |
659,006
+46,770
| +8% | +$10M | 0.06% | 151 |
|
|
2024
Q2 | $123M | Buy |
612,236
+48,351
| +9% | +$9.73M | 0.05% | 151 |
|
|
2024
Q1 | $138M | Buy |
563,885
+134,864
| +31% | +$32.9M | 0.06% | 151 |
|
|
2023
Q4 | $93.1M | Buy |
429,021
+15,633
| +4% | +$3.39M | 0.05% | 172 |
|
|
2023
Q3 | $86M | Buy |
413,388
+543
| +0.1% | +$113K | 0.05% | 199 |
|
|
2023
Q2 | $88.9M | Buy |
412,845
+35,731
| +9% | +$7.69M | 0.05% | 204 |
|
|
2023
Q1 | $87.1M | Buy |
377,114
+245,293
| +186% | +$56.7M | 0.05% | 204 |
|
|
2022
Q4 | $30.1M | Buy |
131,821
+2,337
| +2% | +$534K | 0.02% | 298 |
|
|
2022
Q3 | $25.9M | Buy |
+129,484
| New | +$25.9M | 0.02% | 311 |
|