Stephens Consulting’s IDEX IEX Stock Holding History

Stephens Consulting’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 Q3	–	Sell
2025 Q2	$352	Buy
2022 Q4	–	Sell
2022 Q3	$3K	Hold
2022 Q2	$2.72K	Hold
2022 Q1	$2.88K	Hold
2021 Q4	$3.54K	Buy