Hantz Financial Services’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 | $319K | Buy |
1,682
+394
| +31% | +$77.8K | ﹤0.01% | 820 |
|
|
2025
Q4 | $229K | Buy |
1,288
+292
| +29% | +$49.9K | ﹤0.01% | 819 |
|
|
2025
Q3 | $162K | Buy |
996
+635
| +176% | +$107K | ﹤0.01% | 814 |
|
|
2025
Q2 | $63K | Sell |
361
-41
| -10% | -$7.27K | ﹤0.01% | 885 |
|
|
2025
Q1 | $73K | Sell |
402
-83
| -17% | -$16.5K | ﹤0.01% | 650 |
|
|
2024
Q4 | $101K | Sell |
485
-49
| -9% | -$10.7K | ﹤0.01% | 611 |
|
|
2024
Q3 | $115K | Hold |
534
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $107K | Sell |
534
-171
| -24% | -$37.4K | ﹤0.01% | 608 |
|
|
2024
Q1 | $172K | Sell |
705
-65
| -8% | -$14.7K | ﹤0.01% | 574 |
|
|
2023
Q4 | $167K | Sell |
770
-54,831
| -99% | -$11.1M | ﹤0.01% | 569 |
|
|
2023
Q3 | $11.6M | Buy |
55,601
+1,087
| +2% | +$236K | 0.29% | 98 |
|
|
2023
Q2 | $11.7M | Buy |
54,514
+547
| +1% | +$115K | 0.29% | 100 |
|
|
2023
Q1 | $12.5M | Buy |
53,967
+2,181
| +4% | +$495K | 0.34% | 78 |
|
|
2022
Q4 | $11.8M | Buy |
51,786
+2,713
| +6% | +$606K | 0.36% | 77 |
|
|
2022
Q3 | $9.81M | Buy |
49,073
+112
| +0.2% | +$22.6K | 0.34% | 87 |
|
|
2022
Q2 | $8.89M | Buy |
48,961
+742
| +2% | +$140K | 0.3% | 102 |
|
|
2022
Q1 | $9.24M | Buy |
48,219
+3,457
| +8% | +$701K | 0.27% | 110 |
|
|
2021
Q4 | $10.6M | Buy |
44,762
+2,973
| +7% | +$675K | 0.3% | 96 |
|
|
2021
Q3 | $8.65M | Buy |
41,789
+5,655
| +16% | +$1.26M | 0.28% | 98 |
|
|
2021
Q2 | $7.95M | Buy |
36,134
+1,467
| +4% | +$324K | 0.29% | 95 |
|
|
2021
Q1 | $7.26M | Buy |
34,667
+1,257
| +4% | +$249K | 0.3% | 93 |
|
|
2020
Q4 | $6.66M | Buy |
33,410
+1,105
| +3% | +$210K | 0.3% | 100 |
|
|
2020
Q3 | $5.89M | Buy |
32,305
+1,022
| +3% | +$177K | 0.3% | 91 |
|
|
2020
Q2 | $4.94M | Buy |
31,283
+632
| +2% | +$96.6K | 0.28% | 114 |
|
|
2020
Q1 | $4.23M | Buy |
+30,651
| New | +$4.81M | 0.29% | 106 |
|
Other funds holding IEX
VCM
VPM
