Smartleaf Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
2,465
+10
| +0.4% | +$1.76K | 0.04% | 400 |
|
|
2025
Q1 | $444K | Sell |
2,455
-199
| -7% | -$36K | 0.04% | 389 |
|
|
2024
Q4 | $554K | Buy |
2,654
+113
| +4% | +$23.6K | 0.06% | 314 |
|
|
2024
Q3 | $546K | Buy |
2,541
+319
| +14% | +$68.6K | 0.07% | 292 |
|
|
2024
Q2 | $445K | Buy |
2,222
+392
| +21% | +$78.5K | 0.07% | 256 |
|
|
2024
Q1 | $449K | Buy |
1,830
+359
| +24% | +$88K | 0.09% | 230 |
|
|
2023
Q4 | $319K | Buy |
+1,471
| New | +$319K | 0.09% | 231 |
|