Shell Asset Management’s IDEX IEX Stock Holding History

Shell Asset 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 Q2	$421K	Buy
2025 Q1	$219K	Hold
2024 Q4	$254K	Sell
2024 Q3	$548K	Buy
2024 Q1	$514K	Sell
2023 Q4	$1.48M	Sell
2023 Q3	$1.53M	Sell
2023 Q2	$1.59M	Sell
2023 Q1	$2.2M	Buy
2022 Q4	$2.16M	Sell
2022 Q3	$2.09M	Sell
2022 Q2	$2.07M	Sell
2022 Q1	$2.43M	Sell
2021 Q4	$3.03M	Sell
2021 Q3	$3.27M	Sell
2021 Q2	$3.56M	Buy
2021 Q1	$2.76M	Buy
2020 Q4	$1.07M	Sell
2020 Q3	$1M	Hold
2020 Q2	$868K	Sell
2020 Q1	$952K	Sell
2019 Q4	$1.31M	Sell
2019 Q3	$1.57M	Sell
2019 Q2	$2.03M	Hold
2019 Q1	$1.79M	Buy
2018 Q4	$1.38M	Sell
2018 Q3	$1.77M	Sell
2018 Q2	$1.71M	Buy
2018 Q1	$1.61M	Buy
2017 Q4	$433K	Hold
2017 Q3	$398K	Sell
2017 Q2	$723K	Buy
2015 Q4	–	Sell
2015 Q3	$1.15M	Buy
2015 Q2	–	Hold
2015 Q1	–	Sell
2014 Q4	$1.24M	Hold
2014 Q3	$1.15M	Hold
2014 Q2	$1.28M	Sell
2014 Q1	$1.36M	Sell
2013 Q4	$1.63M	Hold
2013 Q3	$1.44M	Hold
2013 Q2	$1.19M	Buy