Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-492
Closed -$80.1K 1952
2025
Q3
$80.1K Sell
492
-2,058
-81% -$348K 0.01% 1378
2025
Q2
$448K Buy
2,550
+1,541
+153% +$273K 0.05% 348
2025
Q1
$183K Buy
1,009
+161
+19% +$32K 0.02% 858
2024
Q4
$177K Sell
848
-66
-7% -$14.4K 0.02% 914
2024
Q3
$196K Sell
914
-50
-5% -$10.1K 0.03% 724
2024
Q2
$194K Buy
964
+61
+7% +$13.3K 0.03% 582
2024
Q1
$220K Sell
903
-63
-7% -$14.2K 0.04% 533
2023
Q4
$210K Buy
966
+95
+11% +$19.2K 0.04% 523
2023
Q3
$181K Buy
871
+311
+56% +$67.5K 0.04% 524
2023
Q2
$121K Sell
560
-341
-38% -$71.7K 0.04% 710
2023
Q1
$208K Buy
901
+469
+109% +$106K 0.07% 314
2022
Q4
$98.6K Buy
432
+6
+1% +$1.34K 0.03% 766
2022
Q3
$85K Sell
426
-62
-13% -$12.5K 0.04% 713
2022
Q2
$89K Sell
488
-818
-63% -$154K 0.06% 569
2022
Q1
$250K Buy
1,306
+663
+103% +$134K 0.13% 118
2021
Q4
$152K Sell
643
-29
-4% -$6.59K 0.07% 351
2021
Q3
$139K Sell
672
-125
-16% -$27.7K 0.09% 287
2021
Q2
$175K Buy
797
+710
+816% +$157K 0.11% 233
2021
Q1
$18K Buy
+87
New +$17.2K 0.03% 328

Other funds holding IEX