Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6M Sell
55,493
-842
-1% -$178K 0.01% 483
2026
Q1
$10.7M Buy
56,335
+939
+2% +$185K 0.01% 479
2025
Q4
$9.86M Hold
55,396
0.01% 508
2025
Q3
$9.02M Hold
55,396
0.01% 507
2025
Q2
$9.73M Hold
55,396
0.01% 480
2025
Q1
$10M Buy
55,396
+7,726
+16% +$1.54M 0.01% 472
2024
Q4
$9.98M Sell
47,670
-242
-0.5% -$53K 0.01% 464
2024
Q3
$10.3M Hold
47,912
0.01% 454
2024
Q2
$9.64M Sell
47,912
-302
-0.6% -$66K 0.01% 443
2024
Q1
$11.8M Buy
48,214
+1,566
+3% +$354K 0.1% 288
2023
Q4
$10.1M Sell
46,648
-35
-0.1% -$7.06K 0.02% 434
2023
Q3
$9.71M Buy
46,683
+53
+0.1% +$11.5K 0.02% 416
2023
Q2
$10M Hold
46,630
0.02% 419
2023
Q1
$10.8M Sell
46,630
-218
-0.5% -$49.5K 0.02% 409
2022
Q4
$10.7M Hold
46,848
0.02% 411
2022
Q3
$9.36M Sell
46,848
-138
-0.3% -$27.9K 0.02% 422
2022
Q2
$8.53M Buy
46,986
+79
+0.2% +$14.9K 0.02% 448
2022
Q1
$8.99M Hold
46,907
0.02% 463
2021
Q4
$11M Sell
46,907
-14,066
-23% -$3.19M 0.02% 449
2021
Q3
$12.6M Hold
60,973
0.02% 424
2021
Q2
$13.4M Hold
60,973
0.03% 423
2021
Q1
$12.8M Buy
+60,973
New +$12.1M 0.03% 413

Other funds holding IEX