Gateway Investment Advisers’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,123
| Closed | -$203K | – | 494 |
|
|
2025
Q1 | $203K | Sell |
1,123
-10
| -0.9% | -$1.81K | ﹤0.01% | 498 |
|
|
2024
Q4 | $237K | Sell |
1,133
-17
| -1% | -$3.56K | ﹤0.01% | 456 |
|
|
2024
Q3 | $247K | Hold |
1,150
| – | – | ﹤0.01% | 473 |
|
|
2024
Q2 | $231K | Sell |
1,150
-2,776
| -71% | -$559K | ﹤0.01% | 476 |
|
|
2024
Q1 | $958K | Sell |
3,926
-53
| -1% | -$12.9K | 0.01% | 329 |
|
|
2023
Q4 | $864K | Buy |
3,979
+6
| +0.2% | +$1.3K | 0.01% | 345 |
|
|
2023
Q3 | $826K | Sell |
3,973
-269
| -6% | -$56K | 0.01% | 328 |
|
|
2023
Q2 | $913K | Sell |
4,242
-51
| -1% | -$11K | 0.01% | 322 |
|
|
2023
Q1 | $992K | Buy |
4,293
+1,176
| +38% | +$272K | 0.01% | 335 |
|
|
2022
Q4 | $712K | Buy |
3,117
+67
| +2% | +$15.3K | 0.01% | 385 |
|
|
2022
Q3 | $610K | Buy |
3,050
+306
| +11% | +$61.2K | 0.01% | 393 |
|
|
2022
Q2 | $498K | Sell |
2,744
-65
| -2% | -$11.8K | 0.01% | 421 |
|
|
2022
Q1 | $539K | Buy |
2,809
+1,133
| +68% | +$217K | 0.01% | 424 |
|
|
2021
Q4 | $396K | Buy |
1,676
+390
| +30% | +$92.1K | ﹤0.01% | 442 |
|
|
2021
Q3 | $266K | Hold |
1,286
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $283K | Sell |
1,286
-44
| -3% | -$9.68K | ﹤0.01% | 490 |
|
|
2021
Q1 | $278K | Sell |
1,330
-10
| -0.7% | -$2.09K | ﹤0.01% | 489 |
|
|
2020
Q4 | $267K | Sell |
1,340
-151
| -10% | -$30.1K | ﹤0.01% | 491 |
|
|
2020
Q3 | $272K | Sell |
1,491
-22
| -1% | -$4.01K | ﹤0.01% | 465 |
|
|
2020
Q2 | $239K | Sell |
1,513
-479
| -24% | -$75.7K | ﹤0.01% | 491 |
|
|
2020
Q1 | $275K | Sell |
1,992
-83,558
| -98% | -$11.5M | ﹤0.01% | 463 |
|
|
2019
Q4 | $14.7M | Sell |
85,550
-107
| -0.1% | -$18.4K | 0.15% | 151 |
|
|
2019
Q3 | $14M | Buy |
85,657
+798
| +0.9% | +$131K | 0.14% | 149 |
|
|
2019
Q2 | $14.6M | Sell |
84,859
-149
| -0.2% | -$25.7K | 0.13% | 157 |
|
|
2019
Q1 | $12.9M | Sell |
85,008
-39,670
| -32% | -$6.02M | 0.11% | 166 |
|
|
2018
Q4 | $15.7M | Buy |
124,678
+123,191
| +8,285% | +$15.6M | 0.15% | 147 |
|
|
2018
Q3 | $224K | Sell |
1,487
-38
| -2% | -$5.72K | ﹤0.01% | 651 |
|
|
2018
Q2 | $208K | Sell |
1,525
-62
| -4% | -$8.46K | ﹤0.01% | 654 |
|
|
2018
Q1 | $226K | Sell |
1,587
-326
| -17% | -$46.4K | ﹤0.01% | 655 |
|
|
2017
Q4 | $252K | Sell |
1,913
-527
| -22% | -$69.4K | ﹤0.01% | 653 |
|
|
2017
Q3 | $296K | Sell |
2,440
-1,232
| -34% | -$149K | ﹤0.01% | 652 |
|
|
2017
Q2 | $415K | Sell |
3,672
-433
| -11% | -$48.9K | ﹤0.01% | 611 |
|
|
2017
Q1 | $384K | Buy |
4,105
+1,132
| +38% | +$106K | ﹤0.01% | 611 |
|
|
2016
Q4 | $268K | Hold |
2,973
| – | – | ﹤0.01% | 632 |
|
|
2016
Q3 | $278K | Buy |
2,973
+168
| +6% | +$15.7K | ﹤0.01% | 623 |
|
|
2016
Q2 | $230K | Buy |
+2,805
| New | +$230K | ﹤0.01% | 640 |
|