Royal London Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
38,601
-2,131
| -5% | -$374K | 0.02% | 506 |
|
|
2025
Q1 | $7.37M | Buy |
40,732
+6,175
| +18% | +$1.12M | 0.02% | 500 |
|
|
2024
Q4 | $7.23M | Buy |
34,557
+1,973
| +6% | +$413K | 0.02% | 488 |
|
|
2024
Q3 | $6.99M | Buy |
32,584
+833
| +3% | +$179K | 0.02% | 501 |
|
|
2024
Q2 | $6.39M | Sell |
31,751
-9,561
| -23% | -$1.92M | 0.02% | 491 |
|
|
2024
Q1 | $10.1M | Hold |
41,312
| – | – | 0.03% | 401 |
|
|
2023
Q4 | $8.97M | Buy |
41,312
+5,925
| +17% | +$1.29M | 0.03% | 402 |
|
|
2023
Q3 | $7.36M | Buy |
35,387
+177
| +0.5% | +$36.8K | 0.02% | 425 |
|
|
2023
Q2 | $7.58M | Buy |
35,210
+565
| +2% | +$122K | 0.02% | 408 |
|
|
2023
Q1 | $8M | Buy |
34,645
+3,154
| +10% | +$729K | 0.03% | 374 |
|
|
2022
Q4 | $7.19M | Buy |
31,491
+4,548
| +17% | +$1.04M | 0.03% | 381 |
|
|
2022
Q3 | $5.39M | Hold |
26,943
| – | – | 0.03% | 415 |
|
|
2022
Q2 | $4.9M | Buy |
26,943
+174
| +0.7% | +$31.6K | 0.02% | 457 |
|
|
2022
Q1 | $5.13M | Buy |
26,769
+5,270
| +25% | +$1.01M | 0.02% | 490 |
|
|
2021
Q4 | $5.08M | Sell |
21,499
-4,933
| -19% | -$1.17M | 0.02% | 484 |
|
|
2021
Q3 | $5.47M | Sell |
26,432
-1,030
| -4% | -$213K | 0.02% | 472 |
|
|
2021
Q2 | $6.04M | Hold |
27,462
| – | – | 0.02% | 468 |
|
|
2021
Q1 | $5.75M | Buy |
27,462
+1,514
| +6% | +$317K | 0.03% | 453 |
|
|
2020
Q4 | $5.17M | Sell |
25,948
-5,324
| -17% | -$1.06M | 0.03% | 441 |
|
|
2020
Q3 | $5.68M | Hold |
31,272
| – | – | 0.03% | 367 |
|
|
2020
Q2 | $4.83M | Hold |
31,272
| – | – | 0.03% | 396 |
|
|
2020
Q1 | $4.27M | Hold |
31,272
| – | – | 0.03% | 399 |
|
|
2019
Q4 | $5.39M | Buy |
+31,272
| New | +$5.39M | 0.04% | 395 |
|