William Blair & Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $649K | Sell |
3,697
-394
| -10% | -$69.2K | ﹤0.01% | 1014 |
|
2025
Q1 | $740K | Buy |
4,091
+529
| +15% | +$95.7K | ﹤0.01% | 968 |
|
2024
Q4 | $746K | Buy |
3,562
+232
| +7% | +$48.6K | ﹤0.01% | 986 |
|
2024
Q3 | $714K | Buy |
3,330
+288
| +9% | +$61.8K | ﹤0.01% | 1010 |
|
2024
Q2 | $612K | Sell |
3,042
-62
| -2% | -$12.5K | ﹤0.01% | 1035 |
|
2024
Q1 | $757K | Buy |
3,104
+183
| +6% | +$44.7K | ﹤0.01% | 962 |
|
2023
Q4 | $634K | Sell |
2,921
-480
| -14% | -$104K | ﹤0.01% | 1007 |
|
2023
Q3 | $707K | Sell |
3,401
-265
| -7% | -$55.1K | ﹤0.01% | 948 |
|
2023
Q2 | $789K | Buy |
3,666
+501
| +16% | +$108K | ﹤0.01% | 917 |
|
2023
Q1 | $731K | Buy |
3,165
+538
| +20% | +$124K | ﹤0.01% | 924 |
|
2022
Q4 | $600K | Buy |
2,627
+10
| +0.4% | +$2.28K | ﹤0.01% | 987 |
|
2022
Q3 | $523K | Buy |
2,617
+24
| +0.9% | +$4.8K | ﹤0.01% | 1024 |
|
2022
Q2 | $471K | Sell |
2,593
-39
| -1% | -$7.08K | ﹤0.01% | 1088 |
|
2022
Q1 | $505K | Sell |
2,632
-302
| -10% | -$57.9K | ﹤0.01% | 1154 |
|
2021
Q4 | $693K | Buy |
2,934
+414
| +16% | +$97.8K | ﹤0.01% | 1090 |
|
2021
Q3 | $522K | Sell |
2,520
-8
| -0.3% | -$1.66K | ﹤0.01% | 1142 |
|
2021
Q2 | $556K | Sell |
2,528
-1,559
| -38% | -$343K | ﹤0.01% | 1118 |
|
2021
Q1 | $855K | Buy |
4,087
+919
| +29% | +$192K | ﹤0.01% | 948 |
|
2020
Q4 | $631K | Buy |
3,168
+113
| +4% | +$22.5K | ﹤0.01% | 1016 |
|
2020
Q3 | $557K | Buy |
3,055
+858
| +39% | +$156K | ﹤0.01% | 942 |
|
2020
Q2 | $347K | Sell |
2,197
-242
| -10% | -$38.2K | ﹤0.01% | 1038 |
|
2020
Q1 | $337K | Sell |
2,439
-8
| -0.3% | -$1.11K | ﹤0.01% | 979 |
|
2019
Q4 | $421K | Sell |
2,447
-795
| -25% | -$137K | ﹤0.01% | 1051 |
|
2019
Q3 | $531K | Sell |
3,242
-31
| -0.9% | -$5.08K | ﹤0.01% | 923 |
|
2019
Q2 | $563K | Hold |
3,273
| – | – | ﹤0.01% | 940 |
|
2019
Q1 | $497K | Buy |
3,273
+35
| +1% | +$5.32K | ﹤0.01% | 969 |
|
2018
Q4 | $409K | Sell |
3,238
-597
| -16% | -$75.4K | ﹤0.01% | 977 |
|
2018
Q3 | $578K | Hold |
3,835
| – | – | ﹤0.01% | 915 |
|
2018
Q2 | $523K | Hold |
3,835
| – | – | ﹤0.01% | 934 |
|
2018
Q1 | $546K | Sell |
3,835
-200
| -5% | -$28.5K | ﹤0.01% | 892 |
|
2017
Q4 | $532K | Sell |
4,035
-200
| -5% | -$26.4K | ﹤0.01% | 940 |
|
2017
Q3 | $514K | Sell |
4,235
-500
| -11% | -$60.7K | ﹤0.01% | 923 |
|
2017
Q2 | $535K | Buy |
4,735
+754
| +19% | +$85.2K | ﹤0.01% | 957 |
|
2017
Q1 | $372K | Sell |
3,981
-552
| -12% | -$51.6K | ﹤0.01% | 977 |
|
2016
Q4 | $408K | Buy |
4,533
+372
| +9% | +$33.5K | ﹤0.01% | 898 |
|
2016
Q3 | $389K | Sell |
4,161
-356
| -8% | -$33.3K | ﹤0.01% | 910 |
|
2016
Q2 | $371K | Buy |
4,517
+32
| +0.7% | +$2.63K | ﹤0.01% | 910 |
|
2016
Q1 | $371K | Sell |
4,485
-4,918
| -52% | -$407K | ﹤0.01% | 875 |
|
2015
Q4 | $720K | Hold |
9,403
| – | – | 0.01% | 710 |
|
2015
Q3 | $670K | Buy |
9,403
+200
| +2% | +$14.3K | 0.01% | 875 |
|
2015
Q2 | $722K | Hold |
9,203
| – | – | ﹤0.01% | 1656 |
|
2015
Q1 | $698K | Sell |
9,203
-103
| -1% | -$7.81K | ﹤0.01% | 1647 |
|
2014
Q4 | $724K | Buy |
9,306
+511
| +6% | +$39.8K | ﹤0.01% | 1588 |
|
2014
Q3 | $636K | Buy |
8,795
+118
| +1% | +$8.53K | ﹤0.01% | 1626 |
|
2014
Q2 | $700K | Hold |
8,677
| – | – | ﹤0.01% | 1560 |
|
2014
Q1 | $632K | Hold |
8,677
| – | – | ﹤0.01% | 1550 |
|
2013
Q4 | $640K | Buy |
8,677
+375
| +5% | +$27.7K | ﹤0.01% | 1513 |
|
2013
Q3 | $541K | Sell |
8,302
-21
| -0.3% | -$1.37K | ﹤0.01% | 1531 |
|
2013
Q2 | $448K | Buy |
+8,323
| New | +$448K | ﹤0.01% | 1537 |
|