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Cassady Schiller Wealth Management’s IDEX IEX Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.47K Buy
7
+4
+133% +$875 ﹤0.01% 674
2024
Q3 		$644 Hold
3
– – ﹤0.01% 436
2024
Q2 		$604 Hold
3
– – ﹤0.01% 445
2024
Q1 		$732 Buy
+3
New +$678 ﹤0.01% 467

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 $94.8B AUM 24.11% 1-Year Est. Return

Cassady Schiller Wealth Management's IEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its IDEX (IEX) stake by 133% in Q4 2024, buying an estimated $875 and bringing the position to 7 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Cassady Schiller Wealth Management first reported a position in IEX in Q1 2024 and has held it in 4 quarters since. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of IDEX worth $1.47K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 4 IDEX shares in Q4 2024, an estimated $875.
  • IDEX made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #674 holding.
  • Cassady Schiller Wealth Management first reported a position in IDEX in Q1 2024 and has held it in 4 quarters since.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.