MassMutual Private Wealth & Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7K | Hold |
109
| – | – | ﹤0.01% | 1045 |
|
|
2026
Q1 | $20.7K | Sell |
109
-11
| -9% | -$2.17K | ﹤0.01% | 1072 |
|
|
2025
Q4 | $21.4K | Sell |
120
-2
| -2% | -$342 | ﹤0.01% | 1087 |
|
|
2025
Q3 | $19.9K | Sell |
122
-66
| -35% | -$11.1K | ﹤0.01% | 1120 |
|
|
2025
Q2 | $33K | Buy |
188
+45
| +31% | +$7.98K | ﹤0.01% | 914 |
|
|
2025
Q1 | $25.9K | Buy |
143
+64
| +81% | +$12.7K | ﹤0.01% | 934 |
|
|
2024
Q4 | $16.5K | Buy |
79
+15
| +23% | +$3.28K | ﹤0.01% | 1082 |
|
|
2024
Q3 | $13.7K | Buy |
64
+20
| +45% | +$4.03K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $8.85K | Buy |
44
+1
| +2% | +$218 | ﹤0.01% | 1136 |
|
|
2024
Q1 | $10.5K | Buy |
43
+2
| +5% | +$452 | ﹤0.01% | 1029 |
|
|
2023
Q4 | $8.9K | Sell |
41
-115
| -74% | -$23.2K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $32.5K | Buy |
156
+43
| +38% | +$9.33K | ﹤0.01% | 692 |
|
|
2023
Q2 | $24.3K | Buy |
113
+13
| +13% | +$2.73K | ﹤0.01% | 711 |
|
|
2023
Q1 | $23.1K | Buy |
100
+59
| +144% | +$13.4K | ﹤0.01% | 693 |
|
|
2022
Q4 | $9K | Hold |
41
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $8K | Buy |
41
+22
| +116% | +$4.45K | ﹤0.01% | 811 |
|
|
2022
Q2 | $3K | Buy |
19
+13
| +217% | +$2.45K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $1K | Buy |
6
+2
| +50% | +$406 | ﹤0.01% | 1345 |
|
|
2021
Q4 | $1K | Sell |
4
-1
| -20% | -$227 | ﹤0.01% | 1235 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1.1K | ﹤0.01% | 1138 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 917 |
|
|
2016
Q1 | – | Sell |
-84
| Closed | -$6.3K | – | 888 |
|
|
2015
Q4 | $6.43K | Hold |
84
| – | – | ﹤0.01% | 539 |
|
|
2015
Q3 | $6.08K | Hold |
84
| – | – | ﹤0.01% | 593 |
|
|
2015
Q2 | $6.78K | Hold |
84
| – | – | ﹤0.01% | 537 |
|
|
2015
Q1 | $6.37K | Hold |
84
| – | – | ﹤0.01% | 564 |
|
|
2014
Q4 | $6.54K | Hold |
84
| – | – | ﹤0.01% | 464 |
|
|
2014
Q3 | $6.08K | Hold |
84
| – | – | ﹤0.01% | 578 |
|
|
2014
Q2 | $6.78K | Hold |
84
| – | – | ﹤0.01% | 404 |
|
|
2014
Q1 | $6.12K | Hold |
84
| – | – | ﹤0.01% | 387 |
|
|
2013
Q4 | $6.2K | Buy |
+84
| New | +$5.84K | 0.01% | 346 |
|
Other funds holding IEX
AAMU
CF
CNB
FSA
P
LWMM
CIM
EOJOAM