Caldwell Trust’s IDEX IEX Stock Holding History

Caldwell Trust’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	$16.1K	Hold	85	–	–	﹤0.01%	618
2025 Q4	$15.1K	Hold	85	–	–	﹤0.01%	615
2025 Q3	$13.8K	Hold	85	–	–	﹤0.01%	610
2025 Q2	$14.9K	Hold	85	–	–	﹤0.01%	596
2025 Q1	$15.4K	Hold	85	–	–	﹤0.01%	586
2024 Q4	$17.8K	Hold	85	–	–	﹤0.01%	565
2024 Q3	$18.2K	Hold	85	–	–	﹤0.01%	563
2024 Q2	$17.1K	Hold	85	–	–	﹤0.01%	564
2024 Q1	$20.7K	Hold	85	–	–	﹤0.01%	549
2023 Q4	$18.5K	Hold	85	–	–	﹤0.01%	553
2023 Q3	$17.7K	Hold	85	–	–	﹤0.01%	558
2023 Q2	$18.3K	Hold	85	–	–	﹤0.01%	569
2023 Q1	$19.6K	Hold	85	–	–	﹤0.01%	553
2022 Q4	$19.4K	Hold	85	–	–	﹤0.01%	542
2022 Q3	$17K	Hold	85	–	–	﹤0.01%	548
2022 Q2	$15.4K	Hold	85	–	–	﹤0.01%	571
2022 Q1	$16.3K	Hold	85	–	–	﹤0.01%	591
2021 Q4	$20.1K	Hold	85	–	–	﹤0.01%	564
2021 Q3	$17.6K	Hold	85	–	–	﹤0.01%	577
2021 Q2	$18.7K	Hold	85	–	–	﹤0.01%	576
2021 Q1	$17.8K	Hold	85	–	–	﹤0.01%	571
2020 Q4	$16.9K	Hold	85	–	–	﹤0.01%	568
2020 Q3	$15.5K	Hold	85	–	–	﹤0.01%	560
2020 Q2	$13.4K	Hold	85	–	–	﹤0.01%	593
2020 Q1	$11.7K	Hold	85	–	–	﹤0.01%	611
2019 Q4	$14.6K	Buy	+85	New	+$13.8K	﹤0.01%	633

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Caldwell Trust's IEX Position: Q1 2026 in Review

Caldwell Trust held its IDEX (IEX) position steady in Q1 2026 at 85 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Caldwell Trust first reported a position in IEX in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.7K in Q1 2024. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Caldwell Trust held 85 shares of IDEX worth $16.1K as of Q1 2026.
Caldwell Trust left its IDEX share count unchanged in Q1 2026.
IDEX made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #618 holding.
Caldwell Trust first reported a position in IDEX in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's IDEX position peaked at $20.7K in Q1 2024.
672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.