Principal Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
92,384
+3,161
| +4% | +$555K | 0.01% | 972 |
|
|
2025
Q1 | $16.1M | Buy |
89,223
+51
| +0.1% | +$9.23K | 0.01% | 977 |
|
|
2024
Q4 | $18.7M | Sell |
89,172
-6,664
| -7% | -$1.39M | 0.01% | 895 |
|
|
2024
Q3 | $20.6M | Buy |
95,836
+2,820
| +3% | +$605K | 0.01% | 825 |
|
|
2024
Q2 | $18.7M | Sell |
93,016
-4,541
| -5% | -$914K | 0.01% | 900 |
|
|
2024
Q1 | $23.8M | Buy |
97,557
+3,935
| +4% | +$960K | 0.01% | 804 |
|
|
2023
Q4 | $20.3M | Sell |
93,622
-1,634
| -2% | -$355K | 0.01% | 858 |
|
|
2023
Q3 | $19.8M | Sell |
95,256
-2,398
| -2% | -$499K | 0.01% | 809 |
|
|
2023
Q2 | $21M | Sell |
97,654
-1,345
| -1% | -$290K | 0.01% | 814 |
|
|
2023
Q1 | $22.9M | Buy |
98,999
+1,314
| +1% | +$304K | 0.02% | 765 |
|
|
2022
Q4 | $22.3M | Sell |
97,685
-3,527
| -3% | -$805K | 0.02% | 754 |
|
|
2022
Q3 | $20.2M | Buy |
101,212
+2,118
| +2% | +$423K | 0.02% | 767 |
|
|
2022
Q2 | $18M | Buy |
99,094
+1,772
| +2% | +$322K | 0.01% | 906 |
|
|
2022
Q1 | $18.7M | Buy |
97,322
+3,199
| +3% | +$613K | 0.01% | 962 |
|
|
2021
Q4 | $22.2M | Sell |
94,123
-2,605
| -3% | -$616K | 0.01% | 881 |
|
|
2021
Q3 | $20M | Buy |
96,728
+1,748
| +2% | +$362K | 0.01% | 949 |
|
|
2021
Q2 | $20.9M | Buy |
94,980
+2,490
| +3% | +$548K | 0.01% | 938 |
|
|
2021
Q1 | $19.4M | Sell |
92,490
-23,733
| -20% | -$4.97M | 0.01% | 940 |
|
|
2020
Q4 | $23.2M | Sell |
116,223
-30,262
| -21% | -$6.03M | 0.02% | 681 |
|
|
2020
Q3 | $26.7M | Sell |
146,485
-12,128
| -8% | -$2.21M | 0.02% | 549 |
|
|
2020
Q2 | $25.1M | Sell |
158,613
-32,613
| -17% | -$5.15M | 0.02% | 552 |
|
|
2020
Q1 | $26.4M | Buy |
191,226
+10,555
| +6% | +$1.46M | 0.03% | 459 |
|
|
2019
Q4 | $31.1M | Sell |
180,671
-4,731
| -3% | -$814K | 0.03% | 560 |
|
|
2019
Q3 | $30.4M | Sell |
185,402
-410,025
| -69% | -$67.2M | 0.03% | 536 |
|
|
2019
Q2 | $102M | Sell |
595,427
-37,451
| -6% | -$6.45M | 0.09% | 242 |
|
|
2019
Q1 | $96M | Sell |
632,878
-12,864
| -2% | -$1.95M | 0.09% | 247 |
|
|
2018
Q4 | $81.5M | Sell |
645,742
-18,309
| -3% | -$2.31M | 0.09% | 263 |
|
|
2018
Q3 | $100M | Buy |
664,051
+3,042
| +0.5% | +$458K | 0.09% | 258 |
|
|
2018
Q2 | $90.2M | Sell |
661,009
-2,720
| -0.4% | -$371K | 0.08% | 263 |
|
|
2018
Q1 | $94.6M | Sell |
663,729
-22,870
| -3% | -$3.26M | 0.09% | 257 |
|
|
2017
Q4 | $90.6M | Sell |
686,599
-87,273
| -11% | -$11.5M | 0.08% | 280 |
|
|
2017
Q3 | $94M | Sell |
773,872
-130,526
| -14% | -$15.9M | 0.09% | 272 |
|
|
2017
Q2 | $102M | Buy |
904,398
+337,382
| +60% | +$38.1M | 0.1% | 248 |
|
|
2017
Q1 | $53M | Buy |
567,016
+30,728
| +6% | +$2.87M | 0.06% | 313 |
|
|
2016
Q4 | $48.3M | Buy |
536,288
+65,678
| +14% | +$5.91M | 0.06% | 316 |
|
|
2016
Q3 | $44M | Buy |
470,610
+38,507
| +9% | +$3.6M | 0.06% | 325 |
|
|
2016
Q2 | $35.5M | Buy |
432,103
+29,399
| +7% | +$2.41M | 0.05% | 354 |
|
|
2016
Q1 | $33.4M | Sell |
402,704
-21,745
| -5% | -$1.8M | 0.05% | 367 |
|
|
2015
Q4 | $32.5M | Buy |
424,449
+7,054
| +2% | +$540K | 0.05% | 369 |
|
|
2015
Q3 | $29.8M | Buy |
417,395
+29,955
| +8% | +$2.14M | 0.05% | 392 |
|
|
2015
Q2 | $30.4M | Buy |
387,440
+157,192
| +68% | +$12.4M | 0.05% | 405 |
|
|
2015
Q1 | $17.5M | Sell |
230,248
-299,297
| -57% | -$22.7M | 0.03% | 612 |
|
|
2014
Q4 | $41.2M | Sell |
529,545
-12,931
| -2% | -$1.01M | 0.06% | 302 |
|
|
2014
Q3 | $39.3M | Buy |
542,476
+206,365
| +61% | +$14.9M | 0.07% | 302 |
|
|
2014
Q2 | $27.1M | Buy |
336,111
+5,476
| +2% | +$442K | 0.05% | 398 |
|
|
2014
Q1 | $24.1M | Buy |
330,635
+4,424
| +1% | +$322K | 0.04% | 429 |
|
|
2013
Q4 | $24.1M | Buy |
326,211
+9,015
| +3% | +$666K | 0.05% | 430 |
|
|
2013
Q3 | $20.7M | Buy |
317,196
+51,351
| +19% | +$3.35M | 0.04% | 442 |
|
|
2013
Q2 | $14.3M | Buy |
+265,845
| New | +$14.3M | 0.03% | 577 |
|