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Rossby Financial’s IDEX IEX Stock Holding History

Rossby Financial’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149K Sell
849
-83
-9% -$14.6K 0.06% 305
2025
Q1 		$161K Sell
932
-86
-8% -$14.9K 0.07% 265
2024
Q4 		$213K Buy
+1,018
New +$213K 0.13% 176