CL
IEX icon

Choreo LLC’s IDEX IEX Stock Holding History

Choreo LLC’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
-3,675
Closed -$665K – 1563
2025
Q1 		$665K Sell
3,675
-546
-13% -$109K 0.01% 704
2024
Q4 		$883K Buy
4,221
+987
+31% +$216K 0.01% 623
2024
Q3 		$687K Sell
3,234
-84
-3% -$16.9K 0.01% 748
2024
Q2 		$649K Buy
3,318
+564
+20% +$123K 0.01% 696
2024
Q1 		$672K Buy
2,754
+784
+40% +$177K 0.02% 360
2023
Q4 		$428K Buy
+1,970
New +$397K 0.01% 432

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

Choreo LLC's IEX Position: Q2 2025 in Review

Choreo LLC sold out of IDEX (IEX) in Q2 2025, closing a stake of 3,675 shares — an estimated $665K sold.

Choreo LLC first reported a position in IEX in Q4 2023 and held it in 6 quarters. The position peaked at $883K in Q4 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Choreo LLC reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Choreo LLC sold 3,675 IDEX shares in Q2 2025, an estimated $665K.
  • Choreo LLC first reported a position in IDEX in Q4 2023 and held it in 6 quarters.
  • Choreo LLC's IDEX position peaked at $883K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Choreo LLC's 13F filing for Q2 2025, filed 13 Aug 2025.