Guinness Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $422K | Hold |
2,228
| – | – | 0.01% | 98 |
|
|
2025
Q4 | $401K | Buy |
2,228
+14
| +0.6% | +$2.39K | 0.01% | 98 |
|
|
2025
Q3 | $359K | Sell |
2,214
-32
| -1% | -$5.41K | 0.01% | 108 |
|
|
2025
Q2 | $394K | Buy |
2,246
+167
| +8% | +$29.6K | 0.01% | 96 |
|
|
2025
Q1 | $376K | Sell |
2,079
-329
| -14% | -$65.5K | 0.01% | 90 |
|
|
2024
Q4 | $504K | Buy |
2,408
+93
| +4% | +$20.4K | 0.01% | 96 |
|
|
2024
Q3 | $497K | Buy |
2,315
+145
| +7% | +$29.2K | 0.01% | 88 |
|
|
2024
Q2 | $436K | Buy |
2,170
+68
| +3% | +$14.9K | 0.01% | 92 |
|
|
2024
Q1 | $513K | Hold |
2,102
| – | – | 0.01% | 91 |
|
|
2023
Q4 | $456K | Sell |
2,102
-258
| -11% | -$52K | 0.01% | 94 |
|
|
2023
Q3 | $491K | Buy |
2,360
+65
| +3% | +$14.1K | 0.01% | 87 |
|
|
2023
Q2 | $494K | Hold |
2,295
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $530K | Sell |
2,295
-81
| -3% | -$18.4K | 0.01% | 91 |
|
|
2022
Q4 | $543K | Sell |
2,376
-256
| -10% | -$57.2K | 0.02% | 82 |
|
|
2022
Q3 | $526K | Hold |
2,632
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $478K | Sell |
2,632
-427
| -14% | -$80.5K | 0.02% | 84 |
|
|
2022
Q1 | $587K | Hold |
3,059
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $723K | Buy |
3,059
+821
| +37% | +$186K | 0.03% | 88 |
|
|
2021
Q3 | $463K | Buy |
2,238
+383
| +21% | +$85K | 0.02% | 91 |
|
|
2021
Q2 | $408K | Buy |
1,855
+396
| +27% | +$87.5K | 0.02% | 81 |
|
|
2021
Q1 | $305K | Buy |
1,459
+1,371
| +1,558% | +$272K | 0.02% | 70 |
|
|
2020
Q4 | $18K | Buy |
+88
| New | +$16.7K | ﹤0.01% | 88 |
|
Other funds holding IEX
VCM
VPM
