BerganKDV Wealth Management’s IDEX IEX Stock Holding History

BerganKDV 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
2023 Q2	$4.95K	Sell	23 -19	-45%	-$3.99K	﹤0.01%	610
2023 Q1	$9.77K	Hold	42	–	–	﹤0.01%	608
2022 Q4	$9.65K	Sell	42 -4	-9%	-$894	﹤0.01%	577
2022 Q3	$9K	Sell	46 -9	-16%	-$1.82K	﹤0.01%	586
2022 Q2	$10K	Hold	55	–	–	﹤0.01%	594
2022 Q1	$11K	Hold	55	–	–	﹤0.01%	597
2021 Q4	$13K	Hold	55	–	–	﹤0.01%	617
2021 Q3	$11K	Hold	55	–	–	﹤0.01%	624
2021 Q2	$12K	Hold	55	–	–	﹤0.01%	581
2021 Q1	$12K	Hold	55	–	–	﹤0.01%	559
2020 Q4	$11K	Buy	55 +9	+20%	+$1.71K	﹤0.01%	556
2020 Q3	$8K	Hold	46	–	–	﹤0.01%	530
2020 Q2	$7K	Sell	46 -21	-31%	-$3.21K	﹤0.01%	585
2020 Q1	$9K	Hold	67	–	–	﹤0.01%	504
2019 Q4	$12K	Buy	67 +51	+319%	+$8.25K	﹤0.01%	509
2019 Q3	$3K	Hold	16	–	–	﹤0.01%	607
2019 Q2	$3K	Hold	16	–	–	﹤0.01%	635
2019 Q1	$2K	Hold	16	–	–	﹤0.01%	663
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	612
2018 Q3	$2K	Hold	16	–	–	﹤0.01%	583
2018 Q2	$2K	Buy	+16	New	+$2.23K	﹤0.01%	604

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

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

Wellington Management Group

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

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

Impax Asset Management Group

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

T. Rowe Price Investment Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return