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Bare Financial Services’s IDEX IEX Stock Holding History

Bare Financial Services’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
Q4 		– Sell
-9
Closed -$1.47K – 1620
2025
Q3 		$1.47K Buy
9
+1
+13% +$169 ﹤0.01% 902
2025
Q2 		$1.41K Hold
8
– – ﹤0.01% 812
2025
Q1 		$1.45K Buy
+8
New +$1.59K ﹤0.01% 416

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bare Financial Services's IEX Position: Q4 2025 in Review

Bare Financial Services sold out of IDEX (IEX) in Q4 2025, closing a stake of 9 shares — an estimated $1.47K sold.

Bare Financial Services first reported a position in IEX in Q1 2025 and held it in 3 quarters. The position peaked at $1.47K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Bare Financial Services reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 9 IDEX shares in Q4 2025, an estimated $1.47K.
  • Bare Financial Services first reported a position in IDEX in Q1 2025 and held it in 3 quarters.
  • Bare Financial Services's IDEX position peaked at $1.47K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.