Franklin Resources’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
7,731
+144
| +2% | +$25.3K | ﹤0.01% | 1850 |
|
|
2025
Q1 | $1.37M | Buy |
7,587
+442
| +6% | +$80K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $1.5M | Sell |
7,145
-196,267
| -96% | -$41.1M | ﹤0.01% | 1820 |
|
|
2024
Q3 | $43.4M | Buy |
203,412
+1,930
| +1% | +$412K | 0.01% | 654 |
|
|
2024
Q2 | $40.5M | Buy |
201,482
+4,070
| +2% | +$819K | 0.01% | 612 |
|
|
2024
Q1 | $48.2M | Buy |
197,412
+93
| +0% | +$22.7K | 0.02% | 576 |
|
|
2023
Q4 | $42.8M | Buy |
197,319
+12,600
| +7% | +$2.74M | 0.02% | 547 |
|
|
2023
Q3 | $38.4M | Sell |
184,719
-946
| -0.5% | -$197K | 0.02% | 565 |
|
|
2023
Q2 | $40M | Sell |
185,665
-21,541
| -10% | -$4.64M | 0.02% | 589 |
|
|
2023
Q1 | $47.9M | Sell |
207,206
-6,247
| -3% | -$1.44M | 0.02% | 535 |
|
|
2022
Q4 | $48.7M | Buy |
213,453
+2,315
| +1% | +$529K | 0.03% | 534 |
|
|
2022
Q3 | $42.2M | Buy |
211,138
+10,294
| +5% | +$2.06M | 0.02% | 574 |
|
|
2022
Q2 | $36.5M | Buy |
200,844
+28,810
| +17% | +$5.23M | 0.02% | 636 |
|
|
2022
Q1 | $33M | Buy |
172,034
+6,136
| +4% | +$1.18M | 0.01% | 718 |
|
|
2021
Q4 | $39.2M | Buy |
165,898
+8,434
| +5% | +$1.99M | 0.01% | 716 |
|
|
2021
Q3 | $32.6M | Buy |
157,464
+18,920
| +14% | +$3.92M | 0.01% | 775 |
|
|
2021
Q2 | $30.5M | Sell |
138,544
-104,659
| -43% | -$23M | 0.01% | 772 |
|
|
2021
Q1 | $50.9M | Buy |
243,203
+4,662
| +2% | +$976K | 0.02% | 612 |
|
|
2020
Q4 | $47.5M | Buy |
238,541
+39,198
| +20% | +$7.81M | 0.02% | 604 |
|
|
2020
Q3 | $36.4M | Sell |
199,343
-97,647
| -33% | -$17.8M | 0.02% | 632 |
|
|
2020
Q2 | $50.3M | Sell |
296,990
-4,741
| -2% | -$803K | 0.03% | 527 |
|
|
2020
Q1 | $41.7M | Sell |
301,731
-79,039
| -21% | -$10.9M | 0.03% | 509 |
|
|
2019
Q4 | $65.5M | Sell |
380,770
-3,464
| -0.9% | -$596K | 0.03% | 474 |
|
|
2019
Q3 | $63M | Buy |
384,234
+19,734
| +5% | +$3.23M | 0.03% | 475 |
|
|
2019
Q2 | $62.7M | Buy |
364,500
+19,400
| +6% | +$3.34M | 0.03% | 496 |
|
|
2019
Q1 | $52.4M | Buy |
345,100
+35,000
| +11% | +$5.31M | 0.03% | 514 |
|
|
2018
Q4 | $39.2M | Buy |
310,100
+45,000
| +17% | +$5.68M | 0.02% | 538 |
|
|
2018
Q3 | $39.9M | Buy |
265,100
+67,800
| +34% | +$10.2M | 0.02% | 589 |
|
|
2018
Q2 | $26.9M | Hold |
197,300
| – | – | 0.01% | 693 |
|
|
2018
Q1 | $28.1M | Buy |
197,300
+600
| +0.3% | +$85.5K | 0.01% | 687 |
|
|
2017
Q4 | $26M | Sell |
196,700
-300
| -0.2% | -$39.6K | 0.01% | 732 |
|
|
2017
Q3 | $23.9M | Buy |
197,000
+11,700
| +6% | +$1.42M | 0.01% | 747 |
|
|
2017
Q2 | $20.9M | Buy |
+185,300
| New | +$20.9M | 0.01% | 775 |
|