Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.5M Sell
44,820
-72,627
-62% -$14.3M 1.18% 21
2025
Q4
$20.9M Sell
117,447
-45,147
-28% -$7.71M 2.3% 16
2025
Q3
$26.5M Buy
162,594
+82,223
+102% +$13.9M 2.69% 12
2025
Q2
$14.1M Sell
80,371
-14,909
-16% -$2.64M 1.1% 21
2025
Q1
$17.2M Sell
95,280
-14,013
-13% -$2.79M 1.13% 22
2024
Q4
$22.9M Sell
109,293
-29,600
-21% -$6.48M 0.92% 28
2024
Q3
$29.8M Sell
138,893
-4,450
-3% -$897K 1% 30
2024
Q2
$28.8M Buy
143,343
+79,771
+125% +$17.4M 0.88% 31
2024
Q1
$15.5M Buy
+63,572
New +$14.4M 0.41% 42

Other funds holding IEX