Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$300K Buy
1,321
+120
+10% +$25.4K 0.01% 977
2026
Q1
$228K Buy
1,201
+155
+15% +$30.6K 0.01% 1023
2025
Q4
$186K Buy
1,046
+50
+5% +$8.54K 0.01% 1097
2025
Q3
$162K Sell
996
-309
-24% -$52.2K 0.01% 1135
2025
Q2
$229K Buy
1,305
+390
+43% +$69.1K 0.01% 826
2025
Q1
$166K Buy
915
+301
+49% +$59.9K 0.01% 878
2024
Q4
$129K Buy
614
+495
+416% +$108K 0.01% 938
2024
Q3
$25.5K Buy
119
+19
+19% +$3.83K ﹤0.01% 1955
2024
Q2
$20.1K Buy
100
+43
+75% +$9.39K ﹤0.01% 1846
2024
Q1
$13.9K Buy
57
+16
+39% +$3.61K ﹤0.01% 1872
2023
Q4
$8.67K Buy
+41
New +$8.27K ﹤0.01% 1984

Other funds holding IEX