Rice Hall James & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
3,360
-5
| -0.1% | -$878 | 0.03% | 213 |
|
|
2025
Q1 | $609K | Buy |
3,365
+16
| +0.5% | +$2.9K | 0.04% | 210 |
|
|
2024
Q4 | $701K | Sell |
3,349
-13
| -0.4% | -$2.72K | 0.04% | 212 |
|
|
2024
Q3 | $721K | Sell |
3,362
-81
| -2% | -$17.4K | 0.04% | 215 |
|
|
2024
Q2 | $693K | Sell |
3,443
-26
| -0.7% | -$5.23K | 0.04% | 214 |
|
|
2024
Q1 | $847K | Sell |
3,469
-77
| -2% | -$18.8K | 0.05% | 212 |
|
|
2023
Q4 | $770K | Hold |
3,546
| – | – | 0.04% | 228 |
|
|
2023
Q3 | $738K | Hold |
3,546
| – | – | 0.05% | 227 |
|
|
2023
Q2 | $763K | Sell |
3,546
-3,364
| -49% | -$724K | 0.04% | 231 |
|
|
2023
Q1 | $1.6M | Sell |
6,910
-104
| -1% | -$24K | 0.09% | 212 |
|
|
2022
Q4 | $1.6M | Sell |
7,014
-2,063
| -23% | -$471K | 0.09% | 211 |
|
|
2022
Q3 | $1.81M | Sell |
9,077
-104
| -1% | -$20.8K | 0.11% | 194 |
|
|
2022
Q2 | $1.67M | Sell |
9,181
-271
| -3% | -$49.2K | 0.08% | 206 |
|
|
2022
Q1 | $1.81M | Sell |
9,452
-90
| -0.9% | -$17.3K | 0.07% | 218 |
|
|
2021
Q4 | $2.26M | Sell |
9,542
-7
| -0.1% | -$1.65K | 0.08% | 206 |
|
|
2021
Q3 | $1.98M | Sell |
9,549
-313
| -3% | -$64.8K | 0.07% | 204 |
|
|
2021
Q2 | $2.17M | Sell |
9,862
-579
| -6% | -$127K | 0.08% | 198 |
|
|
2021
Q1 | $2.19M | Sell |
10,441
-692
| -6% | -$145K | 0.07% | 205 |
|
|
2020
Q4 | $2.22M | Sell |
11,133
-1,788
| -14% | -$356K | 0.08% | 173 |
|
|
2020
Q3 | $2.36M | Sell |
12,921
-781
| -6% | -$142K | 0.1% | 145 |
|
|
2020
Q2 | $2.17M | Sell |
13,702
-264
| -2% | -$41.7K | 0.09% | 143 |
|
|
2020
Q1 | $1.93M | Sell |
13,966
-272
| -2% | -$37.6K | 0.11% | 140 |
|
|
2019
Q4 | $2.45M | Sell |
14,238
-112
| -0.8% | -$19.3K | 0.08% | 145 |
|
|
2019
Q3 | $2.35M | Sell |
14,350
-467
| -3% | -$76.5K | 0.08% | 146 |
|
|
2019
Q2 | $2.55M | Sell |
14,817
-226
| -2% | -$38.9K | 0.08% | 152 |
|
|
2019
Q1 | $2.28M | Sell |
15,043
-268
| -2% | -$40.7K | 0.07% | 167 |
|
|
2018
Q4 | $1.93M | Buy |
15,311
+1,525
| +11% | +$193K | 0.07% | 172 |
|
|
2018
Q3 | $2.08M | Sell |
13,786
-73
| -0.5% | -$11K | 0.07% | 170 |
|
|
2018
Q2 | $1.89M | Sell |
13,859
-284
| -2% | -$38.8K | 0.07% | 213 |
|
|
2018
Q1 | $2.02M | Sell |
14,143
-82
| -0.6% | -$11.7K | 0.08% | 184 |
|
|
2017
Q4 | $1.88M | Sell |
14,225
-462
| -3% | -$61K | 0.07% | 214 |
|
|
2017
Q3 | $1.78M | Hold |
14,687
| – | – | 0.08% | 208 |
|
|
2017
Q2 | $1.66M | Sell |
14,687
-8,802
| -37% | -$995K | 0.07% | 216 |
|
|
2017
Q1 | $2.2M | Sell |
23,489
-548
| -2% | -$51.2K | 0.11% | 181 |
|
|
2016
Q4 | $2.17M | Sell |
24,037
-82
| -0.3% | -$7.39K | 0.11% | 172 |
|
|
2016
Q3 | $2.26M | Sell |
24,119
-979
| -4% | -$91.6K | 0.12% | 160 |
|
|
2016
Q2 | $2.06M | Buy |
25,098
+442
| +2% | +$36.3K | 0.12% | 167 |
|
|
2016
Q1 | $2.04M | Sell |
24,656
-211
| -0.8% | -$17.5K | 0.12% | 164 |
|
|
2015
Q4 | $1.91M | Sell |
24,867
-8,499
| -25% | -$651K | 0.11% | 177 |
|
|
2015
Q3 | $2.38M | Sell |
33,366
-969
| -3% | -$69.1K | 0.15% | 146 |
|
|
2015
Q2 | $2.7M | Sell |
34,335
-5,814
| -14% | -$457K | 0.16% | 141 |
|
|
2015
Q1 | $3.04M | Buy |
40,149
+997
| +3% | +$75.6K | 0.18% | 140 |
|
|
2014
Q4 | $3.05M | Buy |
39,152
+1,732
| +5% | +$135K | 0.19% | 142 |
|
|
2014
Q3 | $2.71M | Sell |
37,420
-127
| -0.3% | -$9.19K | 0.19% | 143 |
|
|
2014
Q2 | $3.03M | Sell |
37,547
-4,970
| -12% | -$401K | 0.2% | 121 |
|
|
2014
Q1 | $3.1M | Sell |
42,517
-5,530
| -12% | -$403K | 0.23% | 117 |
|
|
2013
Q4 | $3.55M | Sell |
48,047
-1,074
| -2% | -$79.3K | 0.26% | 95 |
|
|
2013
Q3 | $3.21M | Sell |
49,121
-15,419
| -24% | -$1.01M | 0.31% | 94 |
|
|
2013
Q2 | $3.47M | Buy |
+64,540
| New | +$3.47M | 0.34% | 74 |
|