North Star Investment Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$823K	Hold	4,686	–	–	0.06%	255
2025 Q1	$848K	Hold	4,686	–	–	0.06%	251
2024 Q4	$981K	Hold	4,686	–	–	0.07%	231
2024 Q3	$1.01M	Hold	4,686	–	–	0.07%	232
2024 Q2	$943K	Hold	4,686	–	–	0.07%	236
2024 Q1	$1.14M	Hold	4,686	–	–	0.08%	218
2023 Q4	$1.02M	Hold	4,686	–	–	0.08%	229
2023 Q3	$975K	Hold	4,686	–	–	0.08%	228
2023 Q2	$1.01M	Hold	4,686	–	–	0.08%	233
2023 Q1	$1.08M	Hold	4,686	–	–	0.09%	226
2022 Q4	$1.07M	Hold	4,686	–	–	0.1%	212
2022 Q3	$936K	Hold	4,686	–	–	0.09%	209
2022 Q2	$851K	Hold	4,686	–	–	0.08%	230
2022 Q1	$898K	Hold	4,686	–	–	0.07%	242
2021 Q4	$1.11M	Hold	4,686	–	–	0.08%	215
2021 Q3	$970K	Hold	4,686	–	–	0.08%	218
2021 Q2	$1.03M	Hold	4,686	–	–	0.08%	216
2021 Q1	$981K	Hold	4,686	–	–	0.09%	213
2020 Q4	$933K	Hold	4,686	–	–	0.1%	196
2020 Q3	$855K	Hold	4,686	–	–	0.1%	186
2020 Q2	$741K	Hold	4,686	–	–	0.1%	190
2020 Q1	$647K	Hold	4,686	–	–	0.1%	195
2019 Q4	$806K	Hold	4,686	–	–	0.08%	225
2019 Q3	$768K	Sell	4,686 -5,062	-52%	-$830K	0.09%	224
2019 Q2	$1.68M	Hold	9,748	–	–	0.19%	139
2019 Q1	$1.48M	Hold	9,748	–	–	0.17%	154
2018 Q4	$1.23M	Hold	9,748	–	–	0.16%	167
2018 Q3	$1.47M	Hold	9,748	–	–	0.16%	165
2018 Q2	$1.33M	Hold	9,748	–	–	0.15%	176
2018 Q1	$1.39M	Hold	9,748	–	–	0.17%	162
2017 Q4	$1.29M	Hold	9,748	–	–	0.16%	166
2017 Q3	$1.18M	Sell	9,748 -73	-0.7%	-$8.87K	0.15%	166
2017 Q2	$1.11M	Hold	9,821	–	–	0.15%	163
2017 Q1	$918K	Hold	9,821	–	–	0.13%	178
2016 Q4	$884K	Buy	+9,821	New	+$884K	0.13%	170