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Boyd Watterson Asset Management’s IDEX IEX Stock Holding History

Boyd Watterson Asset 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
2025
Q2 		– Sell
-50
Closed -$9.05K – 430
2025
Q1 		$9.05K Hold
50
– – ﹤0.01% 302
2024
Q4 		$10.5K Hold
50
– – ﹤0.01% 303
2024
Q3 		$10.7K Hold
50
– – ﹤0.01% 306
2024
Q2 		$10.1K Hold
50
– – ﹤0.01% 308
2024
Q1 		$12.2K Sell
50
-25
-33% -$5.65K ﹤0.01% 296
2023
Q4 		$16.3K Hold
75
– – 0.01% 278
2023
Q3 		$15.6K Hold
75
– – 0.01% 276
2023
Q2 		$16.1K Hold
75
– – 0.01% 276
2023
Q1 		$17.3K Hold
75
– – 0.01% 272
2022
Q4 		$17.1K Buy
+75
New +$16.8K 0.01% 271
2017
Q1 		– Sell
-3,603
Closed -$324K – 149
2016
Q4 		$324K Sell
3,603
-5,200
-59% -$470K 0.17% 117
2016
Q3 		$824K Sell
8,803
-320
-4% -$28.9K 0.4% 72
2016
Q2 		$749K Sell
9,123
-15
-0.2% -$1.25K 0.36% 79
2016
Q1 		$757K Buy
9,138
+1,394
+18% +$105K 0.37% 76
2015
Q4 		$593K Buy
7,744
+1,601
+26% +$123K 0.28% 91
2015
Q3 		$438K Sell
6,143
-18
-0.3% -$1.33K 0.19% 124
2015
Q2 		$484K Buy
6,161
+1,475
+31% +$114K 0.19% 123
2015
Q1 		$355K Sell
4,686
-80
-2% -$6.02K 0.14% 134
2014
Q4 		$371K Sell
4,766
-812
-15% -$60.5K 0.16% 129
2014
Q3 		$404K Sell
5,578
-1,259
-18% -$97.1K 0.18% 137
2014
Q2 		$552K Sell
6,837
-126
-2% -$9.53K 0.24% 108
2014
Q1 		$508K Sell
6,963
-550
-7% -$40K 0.24% 116
2013
Q4 		$555K Sell
7,513
-306
-4% -$21.3K 0.26% 103
2013
Q3 		$510K Sell
7,819
-158
-2% -$9.55K 0.24% 98
2013
Q2 		$429K Buy
+7,977
New +$425K 0.22% 106

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boyd Watterson Asset Management's IEX Position: Q2 2025 in Review

Boyd Watterson Asset Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 50 shares — an estimated $9.05K sold.

Boyd Watterson Asset Management first reported a position in IEX in Q2 2013 and held it in 25 quarters. The position peaked at $824K in Q3 2016. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Boyd Watterson Asset Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 50 IDEX shares in Q2 2025, an estimated $9.05K.
  • Boyd Watterson Asset Management first reported a position in IDEX in Q2 2013 and held it in 25 quarters.
  • Boyd Watterson Asset Management's IDEX position peaked at $824K in Q3 2016.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.