Jacobson & Schmitt Advisors’s IDEX IEX Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$241K	Sell
2024 Q3	$251K	Sell
2024 Q2	$237K	Buy
2024 Q1	–	Sell
2023 Q4	$268K	Sell
2023 Q3	$258K	Buy
2023 Q2	$255K	Buy