Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.27M Buy
+6,685
New +$1.32M 0.02% 830
2025
Q4
Sell
-33,348
Closed -$5.43M 2101
2025
Q3
$5.43M Buy
+33,348
New +$5.63M 0.07% 379
2025
Q2
Sell
-29,231
Closed -$5.29M 1951
2025
Q1
$5.29M Buy
+29,231
New +$5.82M 0.08% 330
2024
Q4
Sell
-3,098
Closed -$665K 1809
2024
Q3
$665K Sell
3,098
-36,357
-92% -$7.33M 0.01% 993
2024
Q2
$7.94M Buy
39,455
+31,790
+415% +$6.94M 0.16% 122
2024
Q1
$1.87M Sell
7,665
-6,065
-44% -$1.37M 0.05% 482
2023
Q4
$2.98M Buy
+13,730
New +$2.77M 0.1% 248
2023
Q3
Sell
-26,722
Closed -$5.75M 2024
2023
Q2
$5.75M Sell
26,722
-895
-3% -$188K 0.21% 93
2023
Q1
$6.38M Buy
+27,617
New +$6.27M 0.26% 92
2022
Q4
Sell
-27,641
Closed -$5.53M 1791
2022
Q3
$5.53M Sell
27,641
-2,526
-8% -$511K 0.21% 133
2022
Q2
$5.48M Buy
30,167
+19,859
+193% +$3.74M 0.23% 25
2022
Q1
$1.98M Buy
10,308
+9,093
+748% +$1.84M 0.08% 290
2021
Q4
$288K Buy
+1,215
New +$276K 0.02% 913
2021
Q1
Sell
-1,611
Closed -$321K 1093
2020
Q4
$321K Sell
1,611
-3,383
-68% -$643K 0.05% 562
2020
Q3
$911K Buy
+4,994
New +$865K 0.18% 150

Other funds holding IEX