Sumitomo Mitsui DS Asset Management’s IDEX IEX Stock Holding History

Sumitomo Mitsui DS Asset Management’s Portfolio IEX Stock Details IEX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.79M	Buy	10,195 +2,145	+27%	+$377K	0.02%	525
2025 Q1	$1.46M	Buy	8,050 +304	+4%	+$55K	0.01%	555
2024 Q4	$1.62M	Buy	7,746 +219	+3%	+$45.8K	0.02%	534
2024 Q3	$1.61M	Buy	7,527 +118	+2%	+$25.3K	0.02%	536
2024 Q2	$1.49M	Buy	7,409 +159	+2%	+$32K	0.02%	522
2024 Q1	$1.77M	Sell	7,250 -70	-1%	-$17.1K	0.02%	479
2023 Q4	$1.59M	Buy	7,320 +194	+3%	+$42.1K	0.02%	502
2023 Q3	$1.48M	Buy	7,126 +1,251	+21%	+$260K	0.02%	471
2023 Q2	$1.26M	Buy	5,875 +78	+1%	+$16.8K	0.02%	507
2023 Q1	$1.34M	Buy	5,797 +101	+2%	+$23.3K	0.02%	475
2022 Q4	$1.3M	Buy	5,696 +51	+0.9%	+$11.6K	0.03%	466
2022 Q3	$1.13M	Buy	5,645 +48	+0.9%	+$9.59K	0.03%	468
2022 Q2	$1.02M	Buy	5,597 +999	+22%	+$182K	0.02%	486
2022 Q1	$882K	Buy	4,598 +21	+0.5%	+$4.03K	0.02%	546
2021 Q4	$1.08M	Sell	4,577 -32	-0.7%	-$7.56K	0.02%	506
2021 Q3	$953K	Sell	4,609 -28	-0.6%	-$5.79K	0.02%	513
2021 Q2	$1.02M	Sell	4,637 -23	-0.5%	-$5.06K	0.02%	504
2021 Q1	$975K	Buy	4,660 +21	+0.5%	+$4.39K	0.03%	495
2020 Q4	$924K	Sell	4,639 -22	-0.5%	-$4.38K	0.03%	479
2020 Q3	$850K	Buy	4,661 +58	+1%	+$10.6K	0.03%	458
2020 Q2	$727K	Buy	4,603 +66	+1%	+$10.4K	0.03%	473
2020 Q1	$626K	Sell	4,537 -123	-3%	-$17K	0.03%	448
2019 Q4	$801K	Hold	4,660	–	–	0.03%	483
2019 Q3	$763K	Buy	4,660 +1,325	+40%	+$217K	0.03%	463
2019 Q2	$574K	Sell	3,335 -1,172	-26%	-$202K	0.02%	530
2019 Q1	$683K	Buy	4,507 +13	+0.3%	+$1.97K	0.01%	608
2018 Q4	$567K	Hold	4,494	–	–	0.01%	611
2018 Q3	$677K	Hold	4,494	–	–	0.01%	628
2018 Q2	$613K	Hold	4,494	–	–	0.01%	643
2018 Q1	$640K	Sell	4,494 -667	-13%	-$95K	0.01%	624
2017 Q4	$681K	Sell	5,161 -136	-3%	-$17.9K	0.01%	633
2017 Q3	$643K	Hold	5,297	–	–	0.01%	604
2017 Q2	$598K	Buy	+5,297	New	+$598K	0.01%	631