Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$118K Buy
624
+69
+12% +$13.6K ﹤0.01% 1273
2025
Q4
$98.8K Sell
555
-164
-23% -$28K ﹤0.01% 1328
2025
Q3
$117K Sell
719
-494
-41% -$83.4K ﹤0.01% 1223
2025
Q2
$213K Buy
1,213
+640
+112% +$113K ﹤0.01% 891
2025
Q1
$104K Buy
573
+92
+19% +$18.3K ﹤0.01% 1197
2024
Q4
$101K Buy
481
+7
+1% +$1.53K ﹤0.01% 1227
2024
Q3
$102K Sell
474
-191
-29% -$38.5K ﹤0.01% 1212
2024
Q2
$134K Buy
665
+31
+5% +$6.77K ﹤0.01% 1012
2024
Q1
$155K Buy
634
+33
+5% +$7.45K ﹤0.01% 959
2023
Q4
$130K Buy
601
+7
+1% +$1.41K ﹤0.01% 980
2023
Q3
$124K Buy
594
+47
+9% +$10.2K ﹤0.01% 948
2023
Q2
$118K Sell
547
-43
-7% -$9.04K ﹤0.01% 981
2023
Q1
$136K Buy
590
+3
+0.5% +$681 ﹤0.01% 881
2022
Q4
$134K Buy
587
+14
+2% +$3.13K ﹤0.01% 864
2022
Q3
$115K Buy
573
+144
+34% +$29.1K ﹤0.01% 891
2022
Q2
$78K Buy
429
+106
+33% +$20K ﹤0.01% 1088
2022
Q1
$62K Sell
323
-48
-13% -$9.74K ﹤0.01% 1261
2021
Q4
$88K Buy
371
+26
+8% +$5.91K ﹤0.01% 1080
2021
Q3
$71K Buy
345
+45
+15% +$9.99K ﹤0.01% 1130
2021
Q2
$66K Buy
300
+17
+6% +$3.76K ﹤0.01% 1140
2021
Q1
$59K Buy
283
+27
+11% +$5.35K ﹤0.01% 1107
2020
Q4
$51K Buy
256
+8
+3% +$1.52K ﹤0.01% 1061
2020
Q3
$45K Buy
248
+32
+15% +$5.54K ﹤0.01% 1033
2020
Q2
$34K Buy
216
+43
+25% +$6.57K ﹤0.01% 1110
2020
Q1
$24K Buy
173
+142
+458% +$22.3K ﹤0.01% 1163
2019
Q4
$5K Sell
31
-10
-24% -$1.62K ﹤0.01% 1635
2019
Q3
$7K Buy
41
+10
+32% +$1.66K ﹤0.01% 1525
2019
Q2
$5K Hold
31
﹤0.01% 1571
2019
Q1
$5K Hold
31
﹤0.01% 1580
2018
Q4
$4K Sell
31
-26
-46% -$3.48K ﹤0.01% 1577
2018
Q3
$9K Sell
57
-11
-16% -$1.64K ﹤0.01% 1406
2018
Q2
$9K Sell
68
-15
-18% -$2.1K ﹤0.01% 1409
2018
Q1
$12K Buy
+83
New +$11.6K ﹤0.01% 1194

Other funds holding IEX