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Johnson Financial Group Inc (Wisconsin)’s IDEX IEX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-11
Closed -$1.79K – 1010
2025
Q3 		$1.79K Buy
+11
New +$1.86K ﹤0.01% 942
2025
Q2 		– Sell
-545
Closed -$98.6K – 803
2025
Q1 		$98.6K Buy
+545
New +$108K ﹤0.01% 489
2024
Q3 		– Sell
-89
Closed -$17.9K – 975
2024
Q2 		$17.9K Buy
+89
New +$19.4K ﹤0.01% 527
2022
Q3 		– Sell
-8
Closed -$1K – 706
2022
Q2 		$1K Buy
+8
New +$1.51K ﹤0.01% 644
2013
Q4 		– Sell
-730
Closed -$48K – 707
2013
Q3 		$48K Hold
730
– – 0.01% 407
2013
Q2 		$39K Buy
+730
New +$38.9K 0.01% 443

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