Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,248
Closed -$226K 1077
2025
Q1
$226K Buy
+1,248
New +$248K ﹤0.01% 1496
2023
Q4
Sell
-19,084
Closed -$3.97M 1173
2023
Q3
$3.97M Sell
19,084
-638
-3% -$138K 0.07% 255
2023
Q2
$4.25M Buy
19,722
+1,518
+8% +$319K 0.08% 231
2023
Q1
$4.21M Sell
18,204
-126
-0.7% -$28.6K 0.09% 204
2022
Q4
$4.19M Buy
18,330
+7,132
+64% +$1.59M 0.1% 186
2022
Q3
$2.24M Buy
11,198
+225
+2% +$45.5K 0.06% 253
2022
Q2
$1.99M Buy
10,973
+356
+3% +$67.1K 0.06% 267
2022
Q1
$2.04M Sell
10,617
-1,311
-11% -$266K 0.05% 270
2021
Q4
$2.82M Buy
11,928
+3,044
+34% +$691K 0.07% 230
2021
Q3
$1.84M Buy
8,884
+165
+2% +$36.6K 0.05% 268
2021
Q2
$1.91M Buy
8,719
+2,249
+35% +$497K 0.06% 248
2021
Q1
$1.35M Buy
6,470
+408
+7% +$80.9K 0.05% 262
2020
Q4
$1.21M Buy
6,062
+1,985
+49% +$377K 0.05% 269
2020
Q3
$749K Buy
4,077
+13
+0.3% +$2.25K 0.04% 264
2020
Q2
$648K Buy
4,064
+374
+10% +$57.2K 0.04% 244
2020
Q1
$558K Sell
3,690
-40
-1% -$6.28K 0.05% 259
2019
Q4
$641K Buy
3,730
+306
+9% +$49.5K 0.05% 246
2019
Q3
$549K Buy
3,424
+145
+4% +$24.1K 0.05% 290
2019
Q2
$530K Sell
3,279
-54
-2% -$8.48K 0.05% 259
2019
Q1
$506K Buy
+3,333
New +$471K 0.04% 268

Other funds holding IEX