Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$33.4M Sell
176,100
-5,000
-3% -$987K 0.23% 117
2025
Q4
$32.2M Sell
181,100
-9,800
-5% -$1.67M 0.22% 120
2025
Q3
$31.1M Sell
190,900
-2,500
-1% -$422K 0.21% 116
2025
Q2
$34M Sell
193,400
-3,500
-2% -$620K 0.24% 102
2025
Q1
$35.6M Sell
196,900
-4,400
-2% -$876K 0.27% 90
2024
Q4
$42.1M Sell
201,300
-10,100
-5% -$2.21M 0.32% 78
2024
Q3
$45.3M Sell
211,400
-7,400
-3% -$1.49M 0.33% 71
2024
Q2
$44M Sell
218,800
-5,950
-3% -$1.3M 0.33% 71
2024
Q1
$54.8M Sell
224,750
-9,500
-4% -$2.15M 0.4% 56
2023
Q4
$50.9M Sell
234,250
-7,000
-3% -$1.41M 0.39% 66
2023
Q3
$50.2M Sell
241,250
-2,600
-1% -$564K 0.41% 58
2023
Q2
$52.5M Sell
243,850
-15,900
-6% -$3.34M 0.4% 56
2023
Q1
$60M Sell
259,750
-3,850
-1% -$874K 0.45% 42
2022
Q4
$60.2M Sell
263,600
-1,000
-0.4% -$223K 0.47% 43
2022
Q3
$52.9M Sell
264,600
-2,600
-1% -$526K 0.44% 50
2022
Q2
$48.5M Sell
267,200
-6,100
-2% -$1.15M 0.37% 57
2022
Q1
$52.4M Sell
273,300
-6,400
-2% -$1.3M 0.34% 65
2021
Q4
$66.1M Sell
279,700
-10,200
-4% -$2.32M 0.42% 51
2021
Q3
$60M Sell
289,900
-4,600
-2% -$1.02M 0.4% 57
2021
Q2
$64.8M Sell
294,500
-16,703
-5% -$3.69M 0.41% 56
2021
Q1
$65.1M Sell
311,203
-21,197
-6% -$4.2M 0.44% 50
2020
Q4
$66.2M Sell
332,400
-36,500
-10% -$6.94M 0.47% 47
2020
Q3
$67.3M Sell
368,900
-17,400
-5% -$3.01M 0.52% 42
2020
Q2
$61.1M Sell
386,300
-5,500
-1% -$841K 0.5% 41
2020
Q1
$54.1M Sell
391,800
-22,700
-5% -$3.56M 0.48% 43
2019
Q4
$71.3M Sell
414,500
-36,900
-8% -$5.97M 0.46% 48
2019
Q3
$74M Sell
451,400
-13,500
-3% -$2.24M 0.49% 42
2019
Q2
$80M Sell
464,900
-21,500
-4% -$3.38M 0.51% 37
2019
Q1
$73.8M Sell
486,400
-6,200
-1% -$877K 0.46% 39
2018
Q4
$62.2M Sell
492,600
-9,900
-2% -$1.33M 0.43% 50
2018
Q3
$75.7M Sell
502,500
-14,400
-3% -$2.15M 0.43% 45
2018
Q2
$70.5M Sell
516,900
-8,500
-2% -$1.19M 0.42% 49
2018
Q1
$74.9M Sell
525,400
-11,000
-2% -$1.54M 0.45% 48
2017
Q4
$70.8M Sell
536,400
-29,000
-5% -$3.73M 0.41% 58
2017
Q3
$68.7M Sell
565,400
-5,000
-0.9% -$584K 0.39% 55
2017
Q2
$64.5M Sell
570,400
-31,000
-5% -$3.26M 0.38% 60
2017
Q1
$56.2M Sell
601,400
-80,500
-12% -$7.39M 0.33% 78
2016
Q4
$61.4M Sell
681,900
-75,000
-10% -$6.79M 0.36% 66
2016
Q3
$70.8M Sell
756,900
-44,000
-5% -$3.97M 0.42% 54
2016
Q2
$65.8M Sell
800,900
-63,500
-7% -$5.28M 0.39% 63
2016
Q1
$71.6M Sell
864,400
-63,000
-7% -$4.72M 0.43% 55
2015
Q4
$71M Sell
927,400
-92,000
-9% -$7.05M 0.43% 56
2015
Q3
$72.7M Sell
1,019,400
-37,000
-4% -$2.73M 0.43% 54
2015
Q2
$83M Sell
1,056,400
-9,000
-0.8% -$697K 0.43% 50
2015
Q1
$80.8M Sell
1,065,400
-23,000
-2% -$1.73M 0.41% 56
2014
Q4
$84.7M Sell
1,088,400
-5,500
-0.5% -$410K 0.41% 56
2014
Q3
$79.2M Sell
1,093,900
-4,000
-0.4% -$309K 0.4% 58
2014
Q2
$88.6M Sell
1,097,900
-4,500
-0.4% -$340K 0.44% 50
2014
Q1
$80.4M Sell
1,102,400
-5,400
-0.5% -$393K 0.42% 53
2013
Q4
$81.8M Sell
1,107,800
-22,500
-2% -$1.56M 0.44% 46
2013
Q3
$73.8M Sell
1,130,300
-9,400
-0.8% -$568K 0.42% 49
2013
Q2
$61.3M Buy
+1,139,700
New +$60.8M 0.37% 68

Other funds holding IEX