Orion Portfolio Solutions’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.92M | Buy |
10,591
+72
| +0.7% | +$13K | 0.02% | 734 |
|
|
2024
Q4 | $2.2M | Sell |
10,519
-649
| -6% | -$136K | 0.02% | 645 |
|
|
2024
Q3 | $2.4M | Sell |
11,168
-589
| -5% | -$126K | 0.02% | 601 |
|
|
2024
Q2 | $2.37M | Sell |
11,757
-871
| -7% | -$175K | 0.03% | 573 |
|
|
2024
Q1 | $3.08M | Buy |
12,628
+3,008
| +31% | +$734K | 0.03% | 461 |
|
|
2023
Q4 | $2.03M | Sell |
9,620
-3,630
| -27% | -$765K | 0.02% | 624 |
|
|
2023
Q3 | $2.76M | Buy |
13,250
+2,684
| +25% | +$558K | 0.03% | 476 |
|
|
2023
Q2 | $2.27M | Buy |
10,566
+5,556
| +111% | +$1.2M | 0.02% | 597 |
|
|
2023
Q1 | $1.16M | Buy |
+5,010
| New | +$1.16M | 0.01% | 811 |
|
|
2020
Q3 | – | Sell |
-133
| Closed | -$21K | – | 1184 |
|
|
2020
Q2 | $21K | Sell |
133
-2
| -1% | -$316 | ﹤0.01% | 935 |
|
|
2020
Q1 | $19K | Sell |
135
-65
| -33% | -$9.15K | ﹤0.01% | 851 |
|
|
2019
Q4 | $34K | Buy |
+200
| New | +$34K | ﹤0.01% | 630 |
|