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Capital A Wealth Management’s IDEX IEX Stock Holding History

Capital A Wealth 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 		$34.5K Buy
+159
New +$28.2K 0.39% 79
2025
Q1 		– Sell
-6
Closed -$1.26K – 814
2024
Q4 		$1.26K Buy
+6
New +$1.31K ﹤0.01% 533

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's IEX Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in IDEX (IEX) in Q2 2025: 159 shares worth $34.5K. The stake represents 0.39% of the portfolio and ranks #79 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IEX as recently as Q4 2024.

Capital A Wealth Management first reported a position in IEX in Q4 2024 and has held it in 2 quarters since. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Capital A Wealth Management held 159 shares of IDEX worth $34.5K as of Q2 2025.
  • IDEX was a new Capital A Wealth Management position in Q2 2025.
  • IDEX made up 0.39% of Capital A Wealth Management's portfolio in Q2 2025, its #79 holding.
  • Capital A Wealth Management first reported a position in IDEX in Q4 2024 and has held it in 2 quarters since.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.