RMR Wealth Builders’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 | $277K | Hold |
1,463
| – | – | 0.02% | 240 |
|
|
2025
Q4 | $260K | Hold |
1,463
| – | – | 0.02% | 246 |
|
|
2025
Q3 | $238K | Buy |
1,463
+5
| +0.3% | +$844 | 0.02% | 252 |
|
|
2025
Q2 | $256K | Sell |
1,458
-53
| -4% | -$9.4K | 0.02% | 248 |
|
|
2025
Q1 | $273K | Buy |
1,511
+74
| +5% | +$14.7K | 0.03% | 216 |
|
|
2024
Q4 | $301K | Hold |
1,437
| – | – | 0.03% | 210 |
|
|
2024
Q3 | $308K | Hold |
1,437
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $289K | Hold |
1,437
| – | – | 0.03% | 207 |
|
|
2024
Q1 | $351K | Hold |
1,437
| – | – | 0.04% | 191 |
|
|
2023
Q4 | $312K | Hold |
1,437
| – | – | 0.04% | 189 |
|
|
2023
Q3 | $299K | Hold |
1,437
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $309K | Hold |
1,437
| – | – | 0.05% | 165 |
|
|
2023
Q1 | $332K | Hold |
1,437
| – | – | 0.06% | 155 |
|
|
2022
Q4 | $328K | Hold |
1,437
| – | – | 0.07% | 133 |
|
|
2022
Q3 | $287K | Buy |
1,437
+169
| +13% | +$34.2K | 0.07% | 139 |
|
|
2022
Q2 | $230K | Hold |
1,268
| – | – | 0.06% | 168 |
|
|
2022
Q1 | $243K | Buy |
+1,268
| New | +$257K | 0.05% | 180 |
|
|
2021
Q4 | – | Sell |
-1,268
| Closed | -$262K | – | 158 |
|
|
2021
Q3 | $262K | Hold |
1,268
| – | – | 0.08% | 154 |
|
|
2021
Q2 | $279K | Hold |
1,268
| – | – | 0.09% | 141 |
|
|
2021
Q1 | $265K | Hold |
1,268
| – | – | 0.07% | 149 |
|
|
2020
Q4 | $253K | Hold |
1,268
| – | – | 0.12% | 130 |
|
|
2020
Q3 | $231K | Hold |
1,268
| – | – | 0.06% | 182 |
|
|
2020
Q2 | $200K | Buy |
+1,268
| New | +$194K | 0.18% | 114 |
|
|
2019
Q4 | $218K | Buy |
+1,268
| New | +$205K | 0.21% | 104 |
|
Other funds holding IEX
VCM
VPM
