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Values First Advisors, Inc.

SEC CIK
0001913608
Latest filing
Aug 4, 2026

IEX holding history

Idex Corp in every 13F filed by Values First Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overviewAll 13F holders of IEXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of IEX by Values First Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−455−100.0%Sold outHolders
Q3 2024455$97.6K0.1%+455NewHolders
Q4 20230$00.0%−1,024−100.0%Sold outHolders
Q3 20231,024$213.1K0.1%−336−24.7%ReducedHolders
Q2 20231,360$292.8K0.2%+60+4.6%AddedHolders
Q1 20231,300$300.4K0.2%−87−6.3%ReducedHolders
Q4 20221,387$316.6K0.2%+320+30.0%AddedHolders
Q3 20221,067$213.0K0.2%−62−5.5%ReducedHolders
Q2 20221,129$205.0K0.1%+1,129NewHolders
Q1 20220$00.0%−948−100.0%Sold outHolders
Q4 2021948$224.0K0.1%+948NewHolders