Parallel Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Sell |
741
-131
| -15% | -$25.9K | ﹤0.01% | 1385 |
|
|
2025
Q4 | $155K | Buy |
872
+208
| +31% | +$35.5K | ﹤0.01% | 1210 |
|
|
2025
Q3 | $108K | Buy |
664
+104
| +19% | +$17.6K | ﹤0.01% | 1384 |
|
|
2025
Q2 | $98.3K | Sell |
560
-50
| -8% | -$8.86K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $110K | Sell |
610
-148
| -20% | -$29.5K | ﹤0.01% | 1238 |
|
|
2024
Q4 | $159K | Buy |
758
+107
| +16% | +$23.4K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $140K | Buy |
651
+14
| +2% | +$2.82K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $128K | Sell |
637
-66
| -9% | -$14.4K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $172K | Buy |
703
+97
| +16% | +$21.9K | ﹤0.01% | 921 |
|
|
2023
Q4 | $132K | Sell |
606
-16
| -3% | -$3.23K | ﹤0.01% | 996 |
|
|
2023
Q3 | $129K | Sell |
622
-2
| -0.3% | -$434 | ﹤0.01% | 960 |
|
|
2023
Q2 | $134K | Buy |
624
+29
| +5% | +$6.1K | ﹤0.01% | 950 |
|
|
2023
Q1 | $137K | Buy |
595
+171
| +40% | +$38.8K | ﹤0.01% | 919 |
|
|
2022
Q4 | $96.8K | Buy |
424
+3
| +0.7% | +$670 | ﹤0.01% | 1000 |
|
|
2022
Q3 | $84K | Buy |
421
+44
| +12% | +$8.89K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $68K | Sell |
377
-11
| -3% | -$2.07K | ﹤0.01% | 1113 |
|
|
2022
Q1 | $76K | Buy |
388
+4
| +1% | +$811 | ﹤0.01% | 1097 |
|
|
2021
Q4 | $91K | Buy |
384
+65
| +20% | +$14.8K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $66K | Buy |
319
+48
| +18% | +$10.7K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $60K | Buy |
271
+27
| +11% | +$5.97K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $51K | Sell |
244
-37
| -13% | -$7.33K | ﹤0.01% | 1171 |
|
|
2020
Q4 | $56K | Sell |
281
-372
| -57% | -$70.7K | ﹤0.01% | 1051 |
|
|
2020
Q3 | $119K | Sell |
653
-229
| -26% | -$39.7K | 0.01% | 713 |
|
|
2020
Q2 | $139K | Buy |
882
+50
| +6% | +$7.64K | 0.01% | 653 |
|
|
2020
Q1 | $114K | Buy |
832
+529
| +175% | +$83K | 0.01% | 637 |
|
|
2019
Q4 | $52K | Buy |
303
+2
| +0.7% | +$324 | ﹤0.01% | 1020 |
|
|
2019
Q3 | $49K | Buy |
301
+45
| +18% | +$7.47K | ﹤0.01% | 995 |
|
|
2019
Q2 | $44K | Buy |
256
+52
| +25% | +$8.17K | ﹤0.01% | 951 |
|
|
2019
Q1 | $31K | Buy |
204
+73
| +56% | +$10.3K | ﹤0.01% | 1047 |
|
|
2018
Q4 | $16K | Hold |
131
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q3 | $20K | Hold |
131
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q2 | $17K | Buy |
131
+27
| +26% | +$3.77K | ﹤0.01% | 1122 |
|
|
2018
Q1 | $15K | Hold |
104
| – | – | ﹤0.01% | 1112 |
|
|
2017
Q4 | $14K | Hold |
104
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q3 | $13K | Hold |
104
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q2 | $12K | Buy |
104
+47
| +82% | +$4.94K | ﹤0.01% | 1243 |
|
|
2017
Q1 | $6K | Buy |
57
+18
| +46% | +$1.65K | ﹤0.01% | 1414 |
|
|
2016
Q4 | $4K | Buy |
+39
| New | +$3.53K | ﹤0.01% | 1430 |
|
Other funds holding IEX
VCM
VPM
