Mercer Global Advisors’s IDEX IEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Buy |
6,589
+160
| +2% | +$28.1K | ﹤0.01% | 1109 |
|
2025
Q1 | $1.16M | Buy |
6,429
+224
| +4% | +$40.5K | ﹤0.01% | 1061 |
|
2024
Q4 | $1.3M | Buy |
6,205
+205
| +3% | +$42.9K | ﹤0.01% | 986 |
|
2024
Q3 | $1.28M | Buy |
6,000
+419
| +8% | +$89K | ﹤0.01% | 920 |
|
2024
Q2 | $1.12M | Buy |
5,581
+472
| +9% | +$95.1K | ﹤0.01% | 920 |
|
2024
Q1 | $1.25M | Buy |
5,109
+701
| +16% | +$172K | ﹤0.01% | 868 |
|
2023
Q4 | $957K | Buy |
4,408
+713
| +19% | +$155K | ﹤0.01% | 993 |
|
2023
Q3 | $769K | Buy |
3,695
+914
| +33% | +$190K | ﹤0.01% | 1050 |
|
2023
Q2 | $599K | Sell |
2,781
-1,595
| -36% | -$344K | ﹤0.01% | 1149 |
|
2023
Q1 | $1.01M | Buy |
4,376
+290
| +7% | +$67K | ﹤0.01% | 909 |
|
2022
Q4 | $933K | Buy |
4,086
+1,979
| +94% | +$452K | ﹤0.01% | 946 |
|
2022
Q3 | $421K | Sell |
2,107
-786
| -27% | -$157K | ﹤0.01% | 1216 |
|
2022
Q2 | $525K | Buy |
2,893
+850
| +42% | +$154K | ﹤0.01% | 1119 |
|
2022
Q1 | $392K | Buy |
2,043
+715
| +54% | +$137K | ﹤0.01% | 1365 |
|
2021
Q4 | $314K | Buy |
1,328
+242
| +22% | +$57.2K | ﹤0.01% | 1437 |
|
2021
Q3 | $225K | Sell |
1,086
-101
| -9% | -$20.9K | ﹤0.01% | 1561 |
|
2021
Q2 | $261K | Buy |
+1,187
| New | +$261K | ﹤0.01% | 1444 |
|