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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $727K | Sell |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $978K | Sell |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $889K | Sell |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $965K | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $353K | Sell |
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|
2019
Q3 | $538K | Buy |
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|
2019
Q2 | $217K | Buy |
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