Wealthfront Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $740K | Buy |
3,905
+226
| +6% | +$44.6K | ﹤0.01% | 762 |
|
|
2025
Q4 | $655K | Buy |
3,679
+360
| +11% | +$61.5K | ﹤0.01% | 775 |
|
|
2025
Q3 | $540K | Sell |
3,319
-33
| -1% | -$5.57K | ﹤0.01% | 806 |
|
|
2025
Q2 | $589K | Sell |
3,352
-281
| -8% | -$49.8K | ﹤0.01% | 770 |
|
|
2025
Q1 | $657K | Buy |
3,633
+154
| +4% | +$30.7K | ﹤0.01% | 735 |
|
|
2024
Q4 | $728K | Sell |
3,479
-7
| -0.2% | -$1.53K | ﹤0.01% | 721 |
|
|
2024
Q3 | $748K | Sell |
3,486
-129
| -4% | -$26K | ﹤0.01% | 703 |
|
|
2024
Q2 | $727K | Sell |
3,615
-157
| -4% | -$34.3K | ﹤0.01% | 681 |
|
|
2024
Q1 | $920K | Sell |
3,772
-111
| -3% | -$25.1K | ﹤0.01% | 630 |
|
|
2023
Q4 | $843K | Sell |
3,883
-145
| -4% | -$29.2K | ﹤0.01% | 619 |
|
|
2023
Q3 | $838K | Sell |
4,028
-101
| -2% | -$21.9K | ﹤0.01% | 594 |
|
|
2023
Q2 | $889K | Sell |
4,129
-105
| -2% | -$22.1K | ﹤0.01% | 578 |
|
|
2023
Q1 | $978K | Sell |
4,234
-82
| -2% | -$18.6K | ﹤0.01% | 533 |
|
|
2022
Q4 | $985K | Sell |
4,316
-130
| -3% | -$29.1K | ﹤0.01% | 511 |
|
|
2022
Q3 | $889K | Sell |
4,446
-96
| -2% | -$19.4K | ﹤0.01% | 500 |
|
|
2022
Q2 | $825K | Sell |
4,542
-493
| -10% | -$92.9K | ﹤0.01% | 516 |
|
|
2022
Q1 | $965K | Sell |
5,035
-1,296
| -20% | -$263K | ﹤0.01% | 526 |
|
|
2021
Q4 | $1.5M | Buy |
6,331
+469
| +8% | +$107K | 0.01% | 442 |
|
|
2021
Q3 | $1.21M | Sell |
5,862
-237
| -4% | -$52.6K | 0.01% | 445 |
|
|
2021
Q2 | $1.34M | Buy |
6,099
+174
| +3% | +$38.5K | 0.01% | 385 |
|
|
2021
Q1 | $1.24M | Sell |
5,925
-1,008
| -15% | -$200K | 0.01% | 350 |
|
|
2020
Q4 | $1.38M | Buy |
6,933
+778
| +13% | +$148K | 0.01% | 306 |
|
|
2020
Q3 | $1.12M | Buy |
6,155
+647
| +12% | +$112K | 0.01% | 302 |
|
|
2020
Q2 | $870K | Buy |
+5,508
| New | +$842K | 0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-2,050
| Closed | -$353K | – | 464 |
|
|
2019
Q4 | $353K | Sell |
2,050
-1,234
| -38% | -$200K | ﹤0.01% | 434 |
|
|
2019
Q3 | $538K | Buy |
3,284
+2,026
| +161% | +$336K | ﹤0.01% | 372 |
|
|
2019
Q2 | $217K | Buy |
+1,258
| New | +$198K | ﹤0.01% | 471 |
|
Other funds holding IEX
VCM
VPM
