CIBC Private Wealth Group
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CIBC Private Wealth Group’s IDEX IEX Stock Holding History

CIBC Private Wealth Group’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
Q4 		$27.4M Sell
153,794
-18,518
-11% -$3.16M 0.05% 242
2025
Q3 		$28M Sell
172,312
-4,712
-3% -$796K 0.05% 248
2025
Q2 		$31.1M Sell
177,024
-2,503
-1% -$444K 0.06% 239
2025
Q1 		$29.1M Sell
179,527
-1,767
-1% -$352K 0.06% 218
2024
Q4 		$37.9M Sell
181,294
-4,377
-2% -$958K 0.07% 203
2024
Q3 		$39.8M Sell
185,671
-1,011
-0.5% -$204K 0.07% 204
2024
Q2 		$36.5M Sell
186,682
-1,955
-1% -$427K 0.07% 200
2024
Q1 		$45.4M Buy
188,637
+205
+0.1% +$46.3K 0.09% 186
2023
Q4 		$40.9M Buy
188,432
+2,371
+1% +$478K 0.09% 189
2023
Q3 		$38.7M Sell
186,061
-1,924
-1% -$417K 0.09% 183
2023
Q2 		$40.5M Buy
187,985
+71,523
+61% +$15M 0.09% 189
2023
Q1 		$7.12M Sell
116,462
-4,444
-4% -$1.01M 0.02% 349
2022
Q4 		$27.1M Buy
120,906
+938
+0.8% +$210K 0.09% 145
2022
Q3 		$24M Buy
119,968
+1,496
+1% +$302K 0.06% 197
2022
Q2 		$21.5M Sell
118,472
-1,694
-1% -$319K 0.06% 225
2022
Q1 		$23M Buy
120,166
+3,806
+3% +$772K 0.05% 233
2021
Q4 		$27.5M Buy
116,360
+882
+0.8% +$200K 0.06% 218
2021
Q3 		$23.9M Sell
115,478
-247
-0.2% -$54.8K 0.06% 223
2021
Q2 		$25.5M Buy
115,725
+19,930
+21% +$4.4M 0.06% 222
2021
Q1 		$20.1M Sell
95,795
-2,423
-2% -$480K 0.05% 245
2020
Q4 		$19.6M Sell
98,218
-1,160
-1% -$221K 0.05% 245
2020
Q3 		$18.1M Sell
99,378
-93
-0.1% -$16.1K 0.06% 221
2020
Q2 		$15.7M Buy
99,471
+49,420
+99% +$7.55M 0.08% 173
2020
Q1 		$6.91M Buy
+50,051
New +$7.85M 0.03% 284

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

CIBC Private Wealth Group's IEX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its IDEX (IEX) stake by 11% in Q4 2025, selling an estimated $3.16M and leaving 153,794 shares worth $27.4M. The position accounts for 0.05% of the portfolio, ranked #242.

CIBC Private Wealth Group first reported a position in IEX in Q1 2020 and has held it in 24 quarters since. The position peaked at $45.4M in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • CIBC Private Wealth Group held 153,794 shares of IDEX worth $27.4M as of Q4 2025.
  • CIBC Private Wealth Group sold 18,518 IDEX shares in Q4 2025, an estimated $3.16M.
  • IDEX made up 0.05% of CIBC Private Wealth Group's portfolio in Q4 2025, its #242 holding.
  • CIBC Private Wealth Group first reported a position in IDEX in Q1 2020 and has held it in 24 quarters since.
  • CIBC Private Wealth Group's IDEX position peaked at $45.4M in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.