Ashton Thomas Securities’s IDEX IEX Stock Holding History

Ashton Thomas Securities’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
2024 Q4	–	Sell	-94	Closed	-$20.2K	–	705
2024 Q3	$20.2K	Buy	+94	New	+$18.9K	﹤0.01%	628

Other funds holding IEX

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

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Ashton Thomas Securities's IEX Position: Q4 2024 in Review

Ashton Thomas Securities sold out of IDEX (IEX) in Q4 2024, closing a stake of 94 shares — an estimated $20.2K sold.

Ashton Thomas Securities first reported a position in IEX in Q3 2024 and held it in 1 quarter. The position peaked at $20.2K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

Ashton Thomas Securities reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
Ashton Thomas Securities sold 94 IDEX shares in Q4 2024, an estimated $20.2K.
Ashton Thomas Securities first reported a position in IDEX in Q3 2024 and held it in 1 quarter.
Ashton Thomas Securities's IDEX position peaked at $20.2K in Q3 2024.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.