Summit Securities Group’s IDEX IEX Stock Holding History

Summit Securities Group’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 Q2	$8.78K	Buy
2023 Q3	–	Sell
2023 Q2	$21K	Sell
2023 Q1	$34K	Buy
2022 Q4	$17K	Buy
2022 Q3	–	Sell
2022 Q2	$29K	Buy
2022 Q1	$6K	Buy