Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,791
Closed -$314K 867
2025
Q2
$314K Sell
1,791
-244
-12% -$43.3K ﹤0.01% 701
2025
Q1
$368K Sell
2,035
-191
-9% -$38K ﹤0.01% 640
2024
Q4
$466K Sell
2,226
-494
-18% -$108K ﹤0.01% 595
2024
Q3
$583K Sell
2,720
-3,428
-56% -$691K ﹤0.01% 563
2024
Q2
$1.24M Sell
6,148
-1,837
-23% -$401K 0.01% 440
2024
Q1
$1.95M Sell
7,985
-3,900
-33% -$881K 0.01% 378
2023
Q4
$2.58M Sell
11,885
-6,835
-37% -$1.38M 0.02% 318
2023
Q3
$3.89M Sell
18,720
-1,379
-7% -$299K 0.04% 243
2023
Q2
$4.33M Sell
20,099
-1,281
-6% -$269K 0.04% 234
2023
Q1
$4.94M Buy
21,380
+684
+3% +$155K 0.04% 216
2022
Q4
$4.73M Sell
20,696
-1,530
-7% -$342K 0.04% 219
2022
Q3
$4.44M Sell
22,226
-13
-0.1% -$2.63K 0.04% 211
2022
Q2
$4.04M Buy
22,239
+745
+3% +$140K 0.04% 224
2022
Q1
$4.12M Buy
21,494
+1,215
+6% +$246K 0.03% 249
2021
Q4
$4.79M Buy
20,279
+992
+5% +$225K 0.04% 247
2021
Q3
$3.99M Sell
19,287
-669
-3% -$149K 0.03% 254
2021
Q2
$4.39M Sell
19,956
-418
-2% -$92.4K 0.04% 241
2021
Q1
$4.26M Buy
+20,374
New +$4.04M 0.04% 236
2019
Q2
Sell
-727
Closed -$110K 1221
2019
Q1
$110K Sell
727
-70
-9% -$9.9K ﹤0.01% 948
2018
Q4
$101K Sell
797
-47
-6% -$6.29K ﹤0.01% 955
2018
Q3
$127K Buy
844
+165
+24% +$24.6K ﹤0.01% 966
2018
Q2
$92K Buy
679
+47
+7% +$6.57K ﹤0.01% 1047
2018
Q1
$90K Sell
632
-181
-22% -$25.3K ﹤0.01% 1066
2017
Q4
$107K Buy
+813
New +$105K ﹤0.01% 1032

Other funds holding IEX