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Bison Wealth’s IDEX IEX Stock Holding History

Bison Wealth’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
-970
Closed -$208K – 372
2024
Q3 		$208K Sell
970
-300
-24% -$60.5K 0.03% 396
2024
Q2 		$310K Hold
1,270
– – 0.05% 329
2024
Q1 		$310K Hold
1,270
– – 0.05% 329
2023
Q4 		$276K Hold
1,270
– – 0.05% 331
2023
Q3 		$264K Hold
1,270
– – 0.05% 326
2023
Q2 		$273K Hold
1,270
– – 0.05% 308
2023
Q1 		$264K Hold
1,270
– – 0.08% 208
2022
Q4 		$296K Hold
1,270
– – 0.09% 206
2022
Q3 		$253K Hold
1,270
– – 0.1% 212
2022
Q2 		$231K Hold
1,270
– – 0.13% 165
2022
Q1 		$243K Hold
1,270
– – 0.12% 183
2021
Q4 		$300K Hold
1,270
– – 0.17% 138
2021
Q3 		$263K Hold
1,270
– – 0.12% 198
2021
Q2 		$279K Hold
1,270
– – 0.12% 193
2021
Q1 		$266K Sell
1,270
-98
-7% -$19.4K 0.11% 199
2020
Q4 		$273K Sell
1,368
-39
-3% -$7.41K 0.13% 178
2020
Q3 		$257K Sell
1,407
-78
-5% -$13.5K 0.15% 150
2020
Q2 		$235K Buy
1,485
+7
+0.5% +$1.07K 0.15% 154
2020
Q1 		$204K Buy
1,478
+130
+10% +$20.4K 0.15% 164
2019
Q4 		$232K Hold
1,348
– – 0.11% 204
2019
Q3 		$221K Hold
1,348
– – 0.12% 195
2019
Q2 		$232K Sell
1,348
-193
-13% -$30.3K 0.14% 188
2019
Q1 		$234K Buy
+1,541
New +$218K 0.14% 178
2018
Q4 		– Sell
-1,348
Closed -$203K – 221
2018
Q3 		$203K Buy
+1,348
New +$201K 0.13% 208
2016
Q3 		– Sell
-5,103
Closed -$417K – 190
2016
Q2 		$417K Buy
+5,103
New +$425K 0.25% 117

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 $105B AUM 38.07% 1-Year Est. Return

Bison Wealth's IEX Position: Q4 2024 in Review

Bison Wealth sold out of IDEX (IEX) in Q4 2024, closing a stake of 970 shares — an estimated $208K sold.

Bison Wealth first reported a position in IEX in Q2 2016 and held it in 25 quarters. The position peaked at $417K in Q2 2016. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Bison Wealth reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 970 IDEX shares in Q4 2024, an estimated $208K.
  • Bison Wealth first reported a position in IDEX in Q2 2016 and held it in 25 quarters.
  • Bison Wealth's IDEX position peaked at $417K in Q2 2016.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.