IEQ Capital’s IDEX IEX Stock Holding History

IEQ Capital’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$647K	Buy
2024 Q4	–	Sell
2024 Q3	$324K	Sell
2024 Q2	$307K	Buy
2024 Q1	$359K	Buy
2023 Q4	$310K	Buy
2023 Q3	$241K	Buy
2023 Q2	$218K	Sell
2023 Q1	$302K	Sell
2022 Q4	$326K	Buy
2022 Q3	$279K	Buy