WCM Investment Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
1,812
+189
| +12% | +$33.3K | ﹤0.01% | 211 |
|
|
2025
Q1 | $294K | Buy |
1,623
+593
| +58% | +$107K | ﹤0.01% | 271 |
|
|
2024
Q4 | $215K | Buy |
+1,030
| New | +$215K | ﹤0.01% | 285 |
|
|
2022
Q3 | – | Sell |
-2,036
| Closed | -$369K | – | 198 |
|
|
2022
Q2 | $369K | Buy |
2,036
+7
| +0.3% | +$1.27K | ﹤0.01% | 196 |
|
|
2022
Q1 | $389K | Hold |
2,029
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $479K | Buy |
2,029
+15
| +0.7% | +$3.54K | ﹤0.01% | 195 |
|
|
2021
Q3 | $417K | Buy |
2,014
+15
| +0.8% | +$3.11K | ﹤0.01% | 197 |
|
|
2021
Q2 | $440K | Hold |
1,999
| – | – | ﹤0.01% | 191 |
|
|
2021
Q1 | $418K | Buy |
1,999
+225
| +13% | +$47K | ﹤0.01% | 182 |
|
|
2020
Q4 | $353K | Buy |
1,774
+51
| +3% | +$10.1K | ﹤0.01% | 183 |
|
|
2020
Q3 | $314K | Hold |
1,723
| – | – | ﹤0.01% | 176 |
|
|
2020
Q2 | $272K | Hold |
1,723
| – | – | ﹤0.01% | 176 |
|
|
2020
Q1 | $238K | Buy |
+1,723
| New | +$238K | ﹤0.01% | 178 |
|