Sheets Smith Wealth Management’s IDEX IEX Stock Holding History

Sheets Smith Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$739K	Hold
2025 Q1	$761K	Buy
2024 Q4	$743K	Hold
2024 Q3	$762K	Sell
2024 Q2	$737K	Buy
2024 Q1	$700K	Buy