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B.O.S.S. Retirement Advisors’s IDEX IEX Stock Holding History

B.O.S.S. Retirement Advisors’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
-27,805
Closed -$5.96M – 242
2024
Q3 		$5.96M Buy
27,805
+4,096
+17% +$826K 1.2% 20
2024
Q2 		$4.77M Buy
23,709
+7,484
+46% +$1.63M 1.22% 17
2024
Q1 		$3.52M Sell
16,225
-251
-2% -$56.7K 1.35% 19
2023
Q4 		$3.58M Buy
16,476
+999
+6% +$202K 0.69% 34
2023
Q3 		$3.22M Buy
15,477
+1,970
+15% +$427K 0.69% 32
2023
Q2 		$2.91M Buy
+13,507
New +$2.84M 0.62% 38

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IEX Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of IDEX (IEX) in Q4 2024, closing a stake of 27,805 shares — an estimated $5.96M sold.

B.O.S.S. Retirement Advisors first reported a position in IEX in Q2 2023 and held it in 6 quarters. The position peaked at $5.96M in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 27,805 IDEX shares in Q4 2024, an estimated $5.96M.
  • B.O.S.S. Retirement Advisors first reported a position in IDEX in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's IDEX position peaked at $5.96M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.