Blue Trust Inc’s IDEX IEX Stock Holding History

Blue Trust Inc’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
2026 Q1	$74.3K	Sell	392 -129	-25%	-$25.5K	﹤0.01%	1161
2025 Q4	$92.7K	Buy	521 +43	+9%	+$7.35K	﹤0.01%	1102
2025 Q3	$77.8K	Buy	478 +32	+7%	+$5.41K	﹤0.01%	1184
2025 Q2	$78.3K	Buy	446 +79	+22%	+$14K	﹤0.01%	1154
2025 Q1	$66.4K	Buy	367 +45	+14%	+$8.96K	﹤0.01%	1196
2024 Q4	$67.4K	Sell	322 -159	-33%	-$34.8K	﹤0.01%	1111
2024 Q3	$96.8K	Buy	481 +142	+42%	+$28.6K	﹤0.01%	1239
2024 Q2	$82.7K	Buy	339 +316	+1,374%	+$69K	﹤0.01%	1045
2024 Q1	$5.61K	Sell	23 -49	-68%	-$11.1K	﹤0.01%	1611
2023 Q4	$15K	Sell	72 -629	-90%	-$127K	﹤0.01%	1423
2023 Q3	$151K	Buy	701 +50	+8%	+$10.8K	﹤0.01%	507
2023 Q2	$150K	Sell	651 -26	-4%	-$5.47K	﹤0.01%	413
2023 Q1	$155K	Sell	677 -7	-1%	-$1.59K	﹤0.01%	629
2022 Q4	$137K	Buy	684 +651	+1,973%	+$145K	﹤0.01%	567
2022 Q3	$6K	Buy	+33	New	+$6.67K	﹤0.01%	1514

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

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

Wellington Management Group

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