Binnacle Investments’s IDEX IEX Stock Holding History

Binnacle Investments’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 Q3	$1.3K	Buy	8 +5	+167%	+$844	﹤0.01%	712
2025 Q2	$527	Hold	3	–	–	﹤0.01%	768
2025 Q1	$543	Buy	+3	New	+$597	﹤0.01%	692

Other funds holding IEX

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Binnacle Investments's IEX Position: Q3 2025 in Review

Binnacle Investments increased its IDEX (IEX) stake by 167% in Q3 2025, buying an estimated $844 and bringing the position to 8 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Binnacle Investments first reported a position in IEX in Q1 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Binnacle Investments held 8 shares of IDEX worth $1.3K as of Q3 2025.
Binnacle Investments bought 5 IDEX shares in Q3 2025, an estimated $844.
IDEX made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #712 holding.
Binnacle Investments first reported a position in IDEX in Q1 2025 and has held it in 3 quarters since.
631 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.