Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Sell
6,155
-238
-4% -$47K ﹤0.01% 1147
2025
Q4
$1.14M Buy
6,393
+297
+5% +$50.7K ﹤0.01% 1385
2025
Q3
$992K Buy
6,096
+17
+0.3% +$2.87K ﹤0.01% 1456
2025
Q2
$1.07M Buy
6,079
+1,810
+42% +$321K ﹤0.01% 1207
2025
Q1
$773K Sell
4,269
-2,274
-35% -$453K ﹤0.01% 1298
2024
Q4
$1.37M Sell
6,543
-18,770
-74% -$4.11M ﹤0.01% 1200
2024
Q3
$5.43M Buy
25,313
+10,399
+70% +$2.1M 0.01% 630
2024
Q2
$3M Sell
14,914
-4,136
-22% -$904K 0.01% 776
2024
Q1
$4.65M Buy
19,050
+11,003
+137% +$2.49M 0.01% 594
2023
Q4
$1.75M Buy
8,047
+1,539
+24% +$310K ﹤0.01% 832
2023
Q3
$1.35M Buy
6,508
+283
+5% +$61.4K 0.01% 719
2023
Q2
$1.34M Buy
6,225
+211
+4% +$44.4K 0.01% 908
2023
Q1
$1.39M Sell
6,014
-38,835
-87% -$8.82M 0.01% 803
2022
Q4
$10.2M Buy
44,849
+44,695
+29,023% +$9.99M 0.05% 332
2022
Q3
$31K Buy
154
+33
+27% +$6.67K ﹤0.01% 1964
2022
Q2
$22K Sell
121
-5,308
-98% -$1M ﹤0.01% 2208
2022
Q1
$1.04M Buy
5,429
+75
+1% +$15.2K 0.01% 898
2021
Q4
$1.26M Sell
5,354
-8,588
-62% -$1.95M 0.01% 1058
2021
Q3
$2.88M Buy
13,942
+5,230
+60% +$1.16M 0.04% 586
2021
Q2
$1.92M Buy
8,712
+3,005
+53% +$664K 0.03% 627
2021
Q1
$1.2M Sell
5,707
-145
-2% -$28.7K 0.02% 695
2020
Q4
$1.17M Buy
5,852
+517
+10% +$98.3K 0.02% 636
2020
Q3
$973K Sell
5,335
-1,149
-18% -$199K 0.02% 712
2020
Q2
$1.02M Buy
6,484
+4,899
+309% +$749K 0.02% 552
2020
Q1
$242K Buy
1,585
+64
+4% +$10K ﹤0.01% 365
2019
Q4
$262K Sell
1,521
-6,619
-81% -$1.07M 0.01% 1011
2019
Q3
$1.33M Sell
8,140
-22,013
-73% -$3.65M 0.03% 705
2019
Q2
$5.19M Buy
+30,153
New +$4.74M 0.13% 143
2018
Q4
Sell
-26,555
Closed -$4M 782
2018
Q3
$4M Buy
26,555
+2,286
+9% +$341K 0.15% 122
2018
Q2
$3.31M Buy
24,269
+3,089
+15% +$432K 0.15% 127
2018
Q1
$3.02M Buy
21,180
+2,997
+16% +$418K 0.17% 106
2017
Q4
$2.4M Buy
18,183
+7,467
+70% +$961K 0.17% 109
2017
Q3
$1.3M Buy
10,716
+1,326
+14% +$155K 0.12% 187
2017
Q2
$1.06M Sell
9,390
-482
-5% -$50.7K 0.1% 225
2017
Q1
$923K Buy
9,872
+1,579
+19% +$145K 0.11% 203
2016
Q4
$747K Buy
8,293
+149
+2% +$13.5K 0.11% 212
2016
Q3
$762K Buy
8,144
+713
+10% +$64.4K 0.12% 176
2016
Q2
$610K Buy
7,431
+6,189
+498% +$515K 0.1% 242
2016
Q1
$103K Sell
1,242
-5
-0.4% -$375 0.02% 605
2015
Q4
$96K Buy
+1,247
New +$95.5K 0.02% 608

Other funds holding IEX