IFP Advisors’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 | $23.9K | Sell |
126
-3
| -2% | -$592 | ﹤0.01% | 2681 |
|
|
2025
Q4 | $23K | Sell |
129
-16
| -11% | -$2.73K | ﹤0.01% | 2658 |
|
|
2025
Q3 | $23.6K | Buy |
+145
| New | +$24.5K | ﹤0.01% | 2504 |
|
|
2025
Q2 | – | Sell |
-51
| Closed | -$9.04K | – | 2074 |
|
|
2025
Q1 | $11.8K | Buy |
51
+10
| +24% | +$1.99K | ﹤0.01% | 2529 |
|
|
2024
Q4 | $11.5K | Sell |
41
-71
| -63% | -$15.5K | ﹤0.01% | 2474 |
|
|
2024
Q3 | $24K | Buy |
112
+14
| +14% | +$2.82K | ﹤0.01% | 2075 |
|
|
2024
Q2 | $19.7K | Buy |
98
+64
| +188% | +$14K | ﹤0.01% | 2096 |
|
|
2024
Q1 | $8.3K | Buy |
34
+4
| +13% | +$903 | ﹤0.01% | 2302 |
|
|
2023
Q4 | $6.51K | Sell |
30
-448
| -94% | -$90.4K | ﹤0.01% | 2334 |
|
|
2023
Q3 | $99.4K | Sell |
478
-44
| -8% | -$9.54K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $112K | Sell |
522
-3
| -0.6% | -$631 | ﹤0.01% | 1264 |
|
|
2023
Q1 | $73.2K | Sell |
525
-4
| -0.8% | -$908 | ﹤0.01% | 1398 |
|
|
2022
Q4 | $77K | Buy |
529
+47
| +10% | +$10.5K | ﹤0.01% | 1929 |
|
|
2022
Q3 | $70K | Buy |
482
+447
| +1,277% | +$90.4K | ﹤0.01% | 2120 |
|
|
2022
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 3693 |
|
|
2022
Q1 | $6K | Buy |
35
+8
| +30% | +$1.62K | ﹤0.01% | 3693 |
|
|
2021
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 2418 |
|
|
2021
Q3 | $6K | Sell |
27
-1
| -4% | -$222 | ﹤0.01% | 2490 |
|
|
2021
Q2 | $6K | Buy |
28
+1
| +4% | +$221 | ﹤0.01% | 2404 |
|
|
2021
Q1 | $6K | Sell |
27
-51
| -65% | -$10.1K | ﹤0.01% | 2347 |
|
|
2020
Q4 | $16K | Sell |
78
-3
| -4% | -$570 | ﹤0.01% | 1869 |
|
|
2020
Q3 | $14K | Hold |
81
| – | – | ﹤0.01% | 1780 |
|
|
2020
Q2 | $13K | Buy |
81
+2
| +3% | +$306 | ﹤0.01% | 1729 |
|
|
2020
Q1 | $10K | Buy |
79
+9
| +13% | +$1.41K | ﹤0.01% | 1769 |
|
|
2019
Q4 | $12K | Sell |
70
-4
| -5% | -$647 | ﹤0.01% | 1840 |
|
|
2019
Q3 | $12K | Buy |
+74
| New | +$12.3K | ﹤0.01% | 1982 |
|
|
2019
Q1 | – | Sell |
-117
| Closed | -$15K | – | 2853 |
|
|
2018
Q4 | $15K | Sell |
117
-297
| -72% | -$39.8K | ﹤0.01% | 2289 |
|
|
2018
Q3 | $62K | Sell |
414
-15
| -3% | -$2.23K | ﹤0.01% | 1776 |
|
|
2018
Q2 | $59K | Sell |
429
-145
| -25% | -$20.3K | ﹤0.01% | 1821 |
|
|
2018
Q1 | $76K | Hold |
574
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q4 | $76K | Buy |
574
+33
| +6% | +$4.25K | ﹤0.01% | 1558 |
|
|
2017
Q3 | $66K | Sell |
541
-105
| -16% | -$12.3K | ﹤0.01% | 1821 |
|
|
2017
Q2 | $73K | Buy |
646
+281
| +77% | +$29.5K | ﹤0.01% | 1715 |
|
|
2017
Q1 | $34K | Sell |
365
-11
| -3% | -$1.01K | ﹤0.01% | 2166 |
|
|
2016
Q4 | $34K | Hold |
376
| – | – | ﹤0.01% | 2102 |
|
|
2016
Q3 | $35K | Buy |
376
+53
| +16% | +$4.79K | ﹤0.01% | 2034 |
|
|
2016
Q2 | $27K | Buy |
+323
| New | +$26.9K | ﹤0.01% | 2149 |
|
|
2016
Q1 | – | Sell |
-339
| Closed | -$26K | – | 2858 |
|
|
2015
Q4 | $26K | Buy |
+339
| New | +$26K | ﹤0.01% | 2009 |
|
Other funds holding IEX
VCM
VPM
