Steward Partners Investment Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.7K | Buy |
336
+94
| +39% | +$18.6K | ﹤0.01% | 2645 |
|
|
2025
Q4 | $43.1K | Buy |
242
+2
| +0.8% | +$342 | ﹤0.01% | 2751 |
|
|
2025
Q3 | $39.1K | Buy |
240
+22
| +10% | +$3.72K | ﹤0.01% | 2732 |
|
|
2025
Q2 | $38.3K | Sell |
218
-23
| -10% | -$4.08K | ﹤0.01% | 2606 |
|
|
2025
Q1 | $43.6K | Buy |
241
+7
| +3% | +$1.39K | ﹤0.01% | 2453 |
|
|
2024
Q4 | $49K | Buy |
234
+3
| +1% | +$657 | ﹤0.01% | 2349 |
|
|
2024
Q3 | $49.5K | Buy |
231
+23
| +11% | +$4.64K | ﹤0.01% | 2242 |
|
|
2024
Q2 | $41.9K | Sell |
208
-5
| -2% | -$1.09K | ﹤0.01% | 2191 |
|
|
2024
Q1 | $52K | Buy |
213
+2
| +0.9% | +$452 | ﹤0.01% | 2090 |
|
|
2023
Q4 | $45.8K | Sell |
211
-3,438
| -94% | -$693K | ﹤0.01% | 2035 |
|
|
2023
Q3 | $759K | Sell |
3,649
-1,244
| -25% | -$270K | 0.01% | 772 |
|
|
2023
Q2 | $1.05M | Buy |
4,893
+332
| +7% | +$69.8K | 0.02% | 677 |
|
|
2023
Q1 | $1.05M | Buy |
4,561
+565
| +14% | +$128K | 0.02% | 677 |
|
|
2022
Q4 | $912K | Buy |
3,996
+3,759
| +1,586% | +$840K | 0.02% | 695 |
|
|
2022
Q3 | $47K | Hold |
237
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q2 | $43K | Buy |
237
+4
| +2% | +$754 | ﹤0.01% | 1869 |
|
|
2022
Q1 | $45K | Sell |
233
-13
| -5% | -$2.64K | ﹤0.01% | 1971 |
|
|
2021
Q4 | $58K | Sell |
246
-4
| -2% | -$909 | ﹤0.01% | 1835 |
|
|
2021
Q3 | $52K | Buy |
250
+166
| +198% | +$36.8K | ﹤0.01% | 1873 |
|
|
2021
Q2 | $18K | Buy |
84
+13
| +18% | +$2.87K | ﹤0.01% | 5247 |
|
|
2021
Q1 | $14.9K | Hold |
71
| – | – | ﹤0.01% | 2603 |
|
|
2020
Q4 | $14K | Buy |
71
+11
| +18% | +$2.09K | ﹤0.01% | 2180 |
|
|
2020
Q3 | $11K | Hold |
60
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 2076 |
|
|
2020
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 1934 |
|
|
2019
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 2041 |
|
|
2019
Q2 | $10K | Buy |
+60
| New | +$9.42K | ﹤0.01% | 1982 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$9K | – | 1412 |
|
|
2018
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q2 | $8K | Buy |
60
+21
| +54% | +$2.93K | ﹤0.01% | 1816 |
|
|
2018
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 1786 |
|
|
2017
Q4 | $5K | Hold |
39
| – | – | ﹤0.01% | 1507 |
|
|
2017
Q3 | $4K | Sell |
39
-2
| -5% | -$234 | ﹤0.01% | 1353 |
|
|
2017
Q2 | $4K | Sell |
41
-83
| -67% | -$8.72K | ﹤0.01% | 1276 |
|
|
2017
Q1 | $11K | Buy |
+124
| New | +$11.4K | ﹤0.01% | 918 |
|
Other funds holding IEX
VCM
VPM
