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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BerganKDV Wealth Management's IEX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its IDEX (IEX) stake by 45% in Q2 2023, selling an estimated $3.99K and leaving 23 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

BerganKDV Wealth Management first reported a position in IEX in Q2 2018 and has held it in 21 quarters since. The position peaked at $13K in Q4 2021. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

BerganKDV Wealth Management held 23 shares of IDEX worth $4.95K as of Q2 2023.
BerganKDV Wealth Management sold 19 IDEX shares in Q2 2023, an estimated $3.99K.
IDEX made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #610 holding.
BerganKDV Wealth Management first reported a position in IDEX in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's IDEX position peaked at $13K in Q4 2021.
639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.