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Sovereign's Capital Management’s IDEX IEX Stock Holding History

Sovereign's Capital Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$487K Buy
2,772
+448
+19% +$78.7K 0.26% 75
2025
Q1 		$421K Buy
2,324
+315
+16% +$57K 0.25% 79
2024
Q4 		$420K Buy
+2,009
New +$420K 0.27% 80