Aigen Investment Management’s IDEX IEX Stock Holding History

Aigen Investment 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	-4,559	Closed	-$825K	–	928
2025 Q1	$825K	Buy	+4,559	New	+$908K	0.13%	235
2024 Q4	–	Sell	-7,190	Closed	-$1.54M	–	856
2024 Q3	$1.54M	Sell	7,190 -711	-9%	-$143K	0.3%	78
2024 Q2	$1.59M	Buy	+7,901	New	+$1.73M	0.31%	75
2024 Q1	–	Sell	-3,035	Closed	-$659K	–	840
2023 Q4	$659K	Buy	+3,035	New	+$612K	0.12%	249
2023 Q3	–	Sell	-9,826	Closed	-$2.12M	–	944
2023 Q2	$2.12M	Buy	9,826 +846	+9%	+$178K	0.31%	83
2023 Q1	$2.07M	Buy	8,980 +4,863	+118%	+$1.1M	0.29%	83
2022 Q4	$940K	Buy	+4,117	New	+$920K	0.13%	176
2022 Q3	–	Sell	-2,991	Closed	-$543K	–	659
2022 Q2	$543K	Buy	+2,991	New	+$564K	0.09%	289
2022 Q1	–	Sell	-2,156	Closed	-$506K	–	795
2021 Q4	$506K	Buy	+2,156	New	+$490K	0.03%	620
2020 Q2	–	Sell	-967	Closed	-$134K	–	1032
2020 Q1	$134K	Buy	+967	New	+$152K	0.02%	811

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aigen Investment Management's IEX Position: Q2 2025 in Review

Aigen Investment Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 4,559 shares — an estimated $825K sold.

Aigen Investment Management first reported a position in IEX in Q1 2020 and held it in 10 quarters. The position peaked at $2.12M in Q2 2023. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

Aigen Investment Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
Aigen Investment Management sold 4,559 IDEX shares in Q2 2025, an estimated $825K.
Aigen Investment Management first reported a position in IDEX in Q1 2020 and held it in 10 quarters.
Aigen Investment Management's IDEX position peaked at $2.12M in Q2 2023.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.