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L. Roy Papp & Associates’s IDEX IEX Stock Holding History

L. Roy Papp & Associates’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.42M Buy
13,769
+289
+2% +$50.7K 0.29% 63
2025
Q1 		$2.44M Sell
13,480
-685
-5% -$124K 0.3% 59
2024
Q4 		$2.96M Sell
14,165
-535
-4% -$112K 0.35% 53
2024
Q3 		$3.15M Sell
14,700
-450
-3% -$96.5K 0.38% 50
2024
Q2 		$3.05M Sell
15,150
-230
-1% -$46.3K 0.37% 50
2024
Q1 		$3.75M Sell
15,380
-440
-3% -$107K 0.45% 47
2023
Q4 		$3.43M Sell
15,820
-230
-1% -$49.9K 0.43% 50
2023
Q3 		$3.34M Hold
16,050
– – 0.45% 49
2023
Q2 		$3.45M Hold
16,050
– – 0.44% 51
2023
Q1 		$3.71M Hold
16,050
– – 0.5% 47
2022
Q4 		$3.66M Hold
16,050
– – 0.51% 43
2022
Q3 		$3.21M Hold
16,050
– – 0.49% 45
2022
Q2 		$2.92M Hold
16,050
– – 0.42% 50
2022
Q1 		$3.08M Sell
16,050
-500
-3% -$95.9K 0.38% 54
2021
Q4 		$3.91M Buy
16,550
+750
+5% +$177K 0.45% 53
2021
Q3 		$3.27M Hold
15,800
– – 0.42% 57
2021
Q2 		$3.48M Hold
15,800
– – 0.44% 56
2021
Q1 		$3.31M Sell
15,800
-210
-1% -$44K 0.47% 51
2020
Q4 		$3.19M Hold
16,010
– – 0.37% 59
2020
Q3 		$2.92M Hold
16,010
– – 0.38% 61
2020
Q2 		$2.53M Hold
16,010
– – 0.36% 61
2020
Q1 		$2.21M Hold
16,010
– – 0.4% 56
2019
Q4 		$2.75M Hold
16,010
– – 0.4% 57
2019
Q3 		$2.62M Hold
16,010
– – 0.41% 56
2019
Q2 		$2.76M Hold
16,010
– – 0.43% 55
2019
Q1 		$2.43M Hold
16,010
– – 0.44% 50
2018
Q4 		$2.02M Hold
16,010
– – 0.42% 51
2018
Q3 		$2.41M Hold
16,010
– – 0.43% 52
2018
Q2 		$2.19M Sell
16,010
-742
-4% -$101K 0.41% 55
2018
Q1 		$2.39M Sell
16,752
-3,200
-16% -$456K 0.46% 53
2017
Q4 		$2.63M Sell
19,952
-1,289
-6% -$170K 0.52% 48
2017
Q3 		$2.58M Sell
21,241
-909
-4% -$110K 0.56% 47
2017
Q2 		$2.5M Sell
22,150
-452
-2% -$51.1K 0.54% 47
2017
Q1 		$2.11M Hold
22,602
– – 0.48% 49
2016
Q4 		$2.04M Sell
22,602
-126
-0.6% -$11.4K 0.47% 51
2016
Q3 		$2.13M Hold
22,728
– – 0.49% 52
2016
Q2 		$1.87M Hold
22,728
– – 0.44% 55
2016
Q1 		$1.88M Hold
22,728
– – 0.45% 56
2015
Q4 		$1.74M Hold
22,728
– – 0.43% 54
2015
Q3 		$1.62M Hold
22,728
– – 0.4% 55
2015
Q2 		$1.79M Hold
22,728
– – 0.41% 57
2015
Q1 		$1.72M Hold
22,728
– – 0.38% 56
2014
Q4 		$1.77M Hold
22,728
– – 0.39% 55
2014
Q3 		$1.65M Hold
22,728
– – 0.38% 54
2014
Q2 		$1.84M Hold
22,728
– – 0.41% 54
2014
Q1 		$1.66M Hold
22,728
– – 0.39% 56
2013
Q4 		$1.68M Hold
22,728
– – 0.36% 57
2013
Q3 		$1.48M Hold
22,728
– – 0.35% 59
2013
Q2 		$1.22M Buy
+22,728
New +$1.22M 0.3% 65