Glenview Trust’s IDEX IEX Stock Holding History

Glenview Trust’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Hold	6,829	–	–	0.02%	254
2025 Q1	$1.24M	Buy	6,829 +321	+5%	+$58.1K	0.02%	249
2024 Q4	$1.36M	Buy	6,508 +135	+2%	+$28.3K	0.03%	244
2024 Q3	$1.37M	Buy	6,373 +400	+7%	+$85.8K	0.03%	242
2024 Q2	$1.2M	Hold	5,973	–	–	0.02%	242
2024 Q1	$1.46M	Buy	5,973 +100	+2%	+$24.4K	0.03%	224
2023 Q4	$1.28M	Sell	5,873 -505	-8%	-$110K	0.03%	232
2023 Q3	$1.33M	Hold	6,378	–	–	0.04%	212
2023 Q2	$1.37M	Buy	6,378 +145	+2%	+$31.2K	0.04%	203
2023 Q1	$1.44M	Hold	6,233	–	–	0.04%	196
2022 Q4	$1.42M	Buy	6,233 +8	+0.1%	+$1.83K	0.05%	191
2022 Q3	$1.25M	Hold	6,225	–	–	0.05%	181
2022 Q2	$1.13M	Buy	6,225 +150	+2%	+$27.3K	0.04%	189
2022 Q1	$1.17M	Buy	6,075 +143	+2%	+$27.4K	0.04%	198
2021 Q4	$1.4M	Buy	5,932 +3,200	+117%	+$756K	0.05%	182
2021 Q3	$565K	Buy	2,732 +108	+4%	+$22.3K	0.02%	251
2021 Q2	$577K	Hold	2,624	–	–	0.02%	249
2021 Q1	$549K	Buy	2,624 +147	+6%	+$30.8K	0.02%	249
2020 Q4	$493K	Hold	2,477	–	–	0.02%	238
2020 Q3	$452K	Hold	2,477	–	–	0.02%	241
2020 Q2	$391K	Hold	2,477	–	–	0.02%	247
2020 Q1	$342K	Hold	2,477	–	–	0.02%	244
2019 Q4	$426K	Sell	2,477 -300	-11%	-$51.6K	0.02%	254
2019 Q3	$455K	Hold	2,777	–	–	0.03%	244
2019 Q2	$478K	Hold	2,777	–	–	0.03%	236
2019 Q1	$421K	Hold	2,777	–	–	0.03%	247
2018 Q4	$351K	Hold	2,777	–	–	0.03%	256
2018 Q3	$418K	Hold	2,777	–	–	0.03%	251
2018 Q2	$379K	Hold	2,777	–	–	0.03%	236
2018 Q1	$396K	Hold	2,777	–	–	0.03%	258
2017 Q4	$366K	Hold	2,777	–	–	0.03%	264
2017 Q3	$337K	Hold	2,777	–	–	0.02%	264
2017 Q2	$314K	Hold	2,777	–	–	0.02%	264
2017 Q1	$260K	Hold	2,777	–	–	0.02%	283
2016 Q4	$250K	Buy	+2,777	New	+$250K	0.02%	278
2015 Q4	$213K	Buy	+2,777	New	+$213K	0.02%	242
2014 Q4	$202K	Buy	+2,600	New	+$202K	0.02%	222