Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,388
Closed -$419K 1662
2025
Q2
$419K Buy
2,388
+518
+28% +$91.8K ﹤0.01% 1138
2025
Q1
$338K Sell
1,870
-460
-20% -$91.6K ﹤0.01% 971
2024
Q4
$488K Buy
2,330
+495
+27% +$108K 0.01% 1082
2024
Q3
$394K Sell
1,835
-228
-11% -$46K ﹤0.01% 1069
2024
Q2
$415K Sell
2,063
-230
-10% -$50.2K 0.01% 1048
2024
Q1
$559K Buy
2,293
+278
+14% +$62.8K 0.01% 913
2023
Q4
$437K Sell
2,015
-1,494
-43% -$301K 0.01% 970
2023
Q3
$730K Buy
+3,509
New +$761K 0.01% 689
2023
Q1
Sell
-2,319
Closed -$530K 914
2022
Q4
$530K Buy
2,319
+475
+26% +$106K 0.01% 755
2022
Q3
$369K Buy
1,844
+150
+9% +$30.3K 0.01% 834
2022
Q2
$308K Buy
1,694
+83
+5% +$15.6K 0.01% 907
2022
Q1
$309K Buy
1,611
+230
+17% +$46.7K 0.01% 938
2021
Q4
$326K Buy
1,381
+237
+21% +$53.8K 0.01% 889
2021
Q3
$237K Sell
1,144
-152
-12% -$33.7K ﹤0.01% 941
2021
Q2
$285K Buy
1,296
+187
+17% +$41.3K 0.01% 859
2021
Q1
$232K Buy
+1,109
New +$220K 0.01% 877

Other funds holding IEX