GRP
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Global Retirement Partners’s IDEX IEX Stock Holding History

Global Retirement Partners’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$219K Buy
1,231
+408
+50% +$69.7K ﹤0.01% 1412
2025
Q3 		$134K Sell
823
-17
-2% -$2.87K ﹤0.01% 1375
2025
Q2 		$147K Buy
+840
New +$149K ﹤0.01% 1236
2024
Q4 		$147K Sell
701
-67
-9% -$14.7K ﹤0.01% 1087
2024
Q3 		$165K Buy
768
+6
+0.8% +$1.21K 0.01% 995
2024
Q2 		$153K Buy
762
+31
+4% +$6.77K ﹤0.01% 1001
2024
Q1 		$178K Sell
731
-28
-4% -$6.32K 0.01% 835
2023
Q4 		$156K Sell
759
-185
-20% -$37.3K 0.01% 855
2023
Q3 		$197K Buy
944
+72
+8% +$15.6K 0.01% 671
2023
Q2 		$188K Hold
872
– – 0.01% 715
2023
Q1 		$183K Buy
872
+614
+238% +$139K 0.01% 703
2022
Q4 		$58.9K Hold
258
– – ﹤0.01% 1015
2022
Q3 		$57K Buy
258
+11
+4% +$2.22K ﹤0.01% 967
2022
Q2 		$45K Buy
247
+37
+18% +$6.97K ﹤0.01% 1035
2022
Q1 		$39K Buy
+210
New +$42.6K ﹤0.01% 1095
2021
Q4 		– Sell
-17
Closed -$4K – 957
2021
Q3 		$4K Buy
+17
New +$3.77K ﹤0.01% 1679
2020
Q2 		– Sell
-254
Closed -$35K – 1660
2020
Q1 		$35K Hold
254
– – 0.01% 649
2019
Q4 		$44K Hold
254
– – 0.01% 674
2019
Q3 		$42K Buy
+254
New +$42.1K 0.01% 666

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