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Apollon Wealth Management’s IDEX IEX Stock Holding History

Apollon 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
-1,235
Closed -$224K – 1297
2025
Q1 		$224K Buy
1,235
+95
+8% +$18.9K ﹤0.01% 1063
2024
Q4 		$239K Sell
1,140
-4,839
-81% -$1.06M 0.01% 1034
2024
Q3 		$1.28M Buy
5,979
+399
+7% +$80.4K 0.04% 409
2024
Q2 		$1.12M Buy
5,580
+428
+8% +$93.5K 0.03% 433
2024
Q1 		$1.26M Buy
5,152
+1,057
+26% +$239K 0.04% 407
2023
Q4 		$889K Buy
4,095
+1,217
+42% +$245K 0.03% 487
2023
Q3 		$599K Buy
2,878
+18
+0.6% +$3.9K 0.03% 502
2023
Q2 		$616K Buy
2,860
+548
+24% +$115K 0.03% 537
2023
Q1 		$534K Buy
2,312
+480
+26% +$109K 0.03% 519
2022
Q4 		$418K Buy
+1,832
New +$409K 0.03% 568
2020
Q3 		– Sell
-51
Closed -$8K – 390
2020
Q2 		$8K Buy
+51
New +$7.79K ﹤0.01% 518

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

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

Apollon Wealth Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,235 shares — an estimated $224K sold.

Apollon Wealth Management first reported a position in IEX in Q2 2020 and held it in 11 quarters. The position peaked at $1.28M in Q3 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Apollon Wealth Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 1,235 IDEX shares in Q2 2025, an estimated $224K.
  • Apollon Wealth Management first reported a position in IDEX in Q2 2020 and held it in 11 quarters.
  • Apollon Wealth Management's IDEX position peaked at $1.28M in Q3 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.