SVB Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $56.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $25M | Buy |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $22.9M | Buy |
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|
2021
Q1 | $21.5M | Buy |
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|
2020
Q4 | $17.2M | Buy |
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