IAA
Independent Advisor Alliance’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
13,357
+102
| +0.8% | +$17.9K | 0.07% | 248 |
|
|
2025
Q1 | $2.4M | Sell |
13,255
-91
| -0.7% | -$16.5K | 0.08% | 223 |
|
|
2024
Q4 | $2.79M | Sell |
13,346
-3,430
| -20% | -$718K | 0.04% | 423 |
|
|
2024
Q3 | $3.6M | Sell |
16,776
-2,400
| -13% | -$515K | 0.13% | 136 |
|
|
2024
Q2 | $3.86M | Sell |
19,176
-8,972
| -32% | -$1.81M | 0.13% | 133 |
|
|
2024
Q1 | $6.87M | Sell |
28,148
-49
| -0.2% | -$12K | 0.25% | 76 |
|
|
2023
Q4 | $6.12M | Hold |
28,197
| – | – | 0.22% | 84 |
|
|
2023
Q3 | $5.87M | Buy |
28,197
+49
| +0.2% | +$10.2K | 0.27% | 69 |
|
|
2023
Q2 | $6.06M | Hold |
28,148
| – | – | 0.27% | 70 |
|
|
2023
Q1 | $6.5M | Hold |
28,148
| – | – | 0.31% | 68 |
|
|
2022
Q4 | $6.43K | Hold |
28,148
| – | – | ﹤0.01% | 181 |
|
|
2022
Q3 | $5.63M | Hold |
28,148
| – | – | 0.33% | 72 |
|
|
2022
Q2 | $5.11M | Hold |
28,148
| – | – | 0.29% | 82 |
|
|
2022
Q1 | $5.4M | Hold |
28,148
| – | – | 0.26% | 79 |
|
|
2021
Q4 | $6.65M | Sell |
28,148
-9
| -0% | -$2.13K | 0.33% | 74 |
|
|
2021
Q3 | $5.83M | Hold |
28,157
| – | – | 0.32% | 76 |
|
|
2021
Q2 | $6.2M | Sell |
28,157
-7,539
| -21% | -$1.66M | 0.34% | 78 |
|
|
2021
Q1 | $7.47M | Buy |
35,696
+5,935
| +20% | +$1.24M | 0.44% | 64 |
|
|
2020
Q4 | $5.93M | Hold |
29,761
| – | – | 0.4% | 67 |
|
|
2020
Q3 | $5.43M | Buy |
+29,761
| New | +$5.43M | 0.41% | 69 |
|