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Abound Wealth Management’s IDEX IEX Stock Holding History

Abound Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$9.05K – 1322
2025
Q1 		$9.05K Sell
50
-29
-37% -$5.77K ﹤0.01% 422
2024
Q4 		$16.5K Sell
79
-2
-2% -$438 0.01% 313
2024
Q3 		$17.4K Hold
81
– – 0.01% 319
2024
Q2 		$16.3K Hold
81
– – 0.01% 291
2024
Q1 		$19.8K Buy
81
+50
+161% +$11.3K 0.01% 252
2023
Q4 		$6.73K Sell
31
-12
-28% -$2.42K ﹤0.01% 444
2023
Q3 		$8.95K Hold
43
– – ﹤0.01% 352
2023
Q2 		$9.26K Hold
43
– – ﹤0.01% 353
2023
Q1 		$9.94K Buy
+43
New +$9.76K ﹤0.01% 288

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's IEX Position: Q2 2025 in Review

Abound Wealth Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 50 shares — an estimated $9.05K sold.

Abound Wealth Management first reported a position in IEX in Q1 2023 and held it in 9 quarters. The position peaked at $19.8K in Q1 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Abound Wealth Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 50 IDEX shares in Q2 2025, an estimated $9.05K.
  • Abound Wealth Management first reported a position in IDEX in Q1 2023 and held it in 9 quarters.
  • Abound Wealth Management's IDEX position peaked at $19.8K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.