BFM
IEX icon

Boston Financial Management’s IDEX IEX Stock Holding History

Boston Financial 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
2024
Q4 		$226K Buy
+1,078
New +$236K 0.01% 313
2024
Q3 		– Sell
-44,511
Closed -$8.96M – 332
2024
Q2 		$8.96M Sell
44,511
-3,507
-7% -$766K 0.28% 74
2024
Q1 		$11.7M Buy
48,018
+2,328
+5% +$526K 0.37% 65
2023
Q4 		$9.92M Sell
45,690
-8,104
-15% -$1.63M 0.34% 68
2023
Q3 		$11.2M Sell
53,794
-532
-1% -$115K 0.42% 62
2023
Q2 		$11.7M Sell
54,326
-2,087
-4% -$439K 0.42% 60
2023
Q1 		$13M Sell
56,413
-596
-1% -$135K 0.51% 57
2022
Q4 		$13M Sell
57,009
-476
-0.8% -$106K 0.52% 55
2022
Q3 		$11.5M Sell
57,485
-718
-1% -$145K 0.5% 55
2022
Q2 		$10.6M Sell
58,203
-3,278
-5% -$618K 0.46% 61
2022
Q1 		$11.8M Buy
61,481
+420
+0.7% +$85.2K 0.45% 59
2021
Q4 		$14.4M Buy
61,061
+2,241
+4% +$509K 0.52% 56
2021
Q3 		$12.2M Buy
58,820
+2,662
+5% +$591K 0.5% 58
2021
Q2 		$12.4M Buy
+56,158
New +$12.4M 0.5% 57

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

Boston Financial Management's IEX Position: Q4 2024 in Review

Boston Financial Management opened a new position in IDEX (IEX) in Q4 2024: 1,078 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Boston Financial Management previously reported a position in IEX as recently as Q2 2024.

Boston Financial Management first reported a position in IEX in Q2 2021 and has held it in 14 quarters since. The position peaked at $14.4M in Q4 2021. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Boston Financial Management held 1,078 shares of IDEX worth $226K as of Q4 2024.
  • IDEX was a new Boston Financial Management position in Q4 2024.
  • IDEX made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #313 holding.
  • Boston Financial Management first reported a position in IDEX in Q2 2021 and has held it in 14 quarters since.
  • Boston Financial Management's IDEX position peaked at $14.4M in Q4 2021.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.