BOK Financial Private Wealth’s IDEX IEX Stock Holding History

BOK Financial Private 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
2025 Q1	–	Sell	-3	Closed	-$628	–	570
2024 Q4	$628	Buy	+3	New	+$657	﹤0.01%	561

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BOK Financial Private Wealth's IEX Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of IDEX (IEX) in Q1 2025, closing a stake of 3 shares — an estimated $628 sold.

BOK Financial Private Wealth first reported a position in IEX in Q4 2024 and held it in 1 quarter. The position peaked at $628 in Q4 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

BOK Financial Private Wealth reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 3 IDEX shares in Q1 2025, an estimated $628.
BOK Financial Private Wealth first reported a position in IDEX in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's IDEX position peaked at $628 in Q4 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.