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CIBC World Markets’s IDEX IEX Stock Holding History

CIBC World Markets’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 		$1.86M Buy
+10,427
New +$1.78M 0.01% 629
2025
Q2 		$1.67M Buy
9,503
+369
+4% +$65.4K 0.01% 598
2025
Q1 		$1.65M Sell
9,134
-2,843
-24% -$566K 0.01% 546
2024
Q4 		$2.51M Buy
11,977
+1,667
+16% +$365K 0.01% 502
2024
Q3 		$2.21M Buy
10,310
+548
+6% +$110K 0.02% 500
2024
Q2 		$1.96M Buy
9,762
+2,172
+29% +$474K 0.01% 502
2024
Q1 		$1.85M Sell
7,590
-2,146
-22% -$485K 0.01% 525
2023
Q4 		$2.11M Buy
9,736
+5,563
+133% +$1.12M 0.01% 505
2023
Q3 		$868K Sell
4,173
-4,682
-53% -$1.02M 0.01% 499
2023
Q2 		$1.91M Buy
8,855
+5,041
+132% +$1.06M 0.02% 468
2023
Q1 		$881K Sell
3,814
-5,053
-57% -$1.15M 0.01% 503
2022
Q4 		$2.02M Buy
8,867
+7,722
+674% +$1.73M 0.01% 501
2022
Q3 		$229K Sell
1,145
-4,161
-78% -$841K ﹤0.01% 535
2022
Q2 		$964K Buy
5,306
+681
+15% +$128K 0.01% 532
2022
Q1 		$887K Buy
4,625
+1,915
+71% +$388K 0.01% 541
2021
Q4 		$640K Sell
2,710
-1,574
-37% -$357K ﹤0.01% 520
2021
Q3 		$887K Sell
4,284
-988
-19% -$219K 0.01% 531
2021
Q2 		$1.16M Sell
5,272
-1,966
-27% -$434K 0.01% 527
2021
Q1 		$1.51M Sell
7,238
-6,712
-48% -$1.33M 0.01% 507
2020
Q4 		$2.78M Sell
13,950
-16,036
-53% -$3.05M 0.01% 497
2020
Q3 		$5.47M Buy
29,986
+1,127
+4% +$195K 0.05% 280
2020
Q2 		$4.56M Buy
28,859
+23,292
+418% +$3.56M 0.05% 265
2020
Q1 		$769K Sell
5,567
-3,430
-38% -$538K 0.01% 490
2019
Q4 		$1.55M Sell
8,997
-2,291
-20% -$371K 0.01% 629
2019
Q3 		$1.85M Buy
+11,288
New +$1.87M 0.02% 527

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

CIBC World Markets's IEX Position: Q4 2025 in Review

CIBC World Markets opened a new position in IDEX (IEX) in Q4 2025: 10,427 shares worth $1.86M. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in IEX as recently as Q2 2025.

CIBC World Markets first reported a position in IEX in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.47M in Q3 2020. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • CIBC World Markets held 10,427 shares of IDEX worth $1.86M as of Q4 2025.
  • IDEX was a new CIBC World Markets position in Q4 2025.
  • IDEX made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #629 holding.
  • CIBC World Markets first reported a position in IDEX in Q3 2019 and has held it in 25 quarters since.
  • CIBC World Markets's IDEX position peaked at $5.47M in Q3 2020.
  • 627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.