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TRUE Private Wealth Advisors’s IDEX IEX Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q4 		– Sell
-1,012
Closed -$209K – 273
2021
Q3 		$209K Hold
1,012
– – 0.03% 230
2021
Q2 		$222K Sell
1,012
-26
-3% -$5.75K 0.03% 212
2021
Q1 		$217K Buy
1,038
+26
+3% +$5.16K 0.04% 213
2020
Q4 		$201K Hold
1,012
– – 0.03% 198
2020
Q3 		$184K Hold
1,012
– – 0.03% 191
2020
Q2 		$159K Hold
1,012
– – 0.03% 192
2020
Q1 		$139K Hold
1,012
– – 0.03% 165
2019
Q4 		$174K Buy
+1,012
New +$164K 0.03% 234
2019
Q3 		– Sell
-1,025
Closed -$176K – 459
2019
Q2 		$176K Buy
+1,025
New +$161K 0.03% 208
2018
Q4 		– Sell
-1,129
Closed -$170K – 560
2018
Q3 		$170K Buy
+1,129
New +$168K 0.02% 282

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return