Verdence Capital Advisors’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Buy	1,768 +148	+9%	+$26K	0.02%	540
2025 Q1	$293K	Buy	1,620 +1	+0.1%	+$181	0.02%	535
2024 Q4	$339K	Buy	1,619 +13	+0.8%	+$2.72K	0.03%	469
2024 Q3	$344K	Buy	+1,606	New	+$344K	0.03%	478