Clearstead Trust’s IDEX IEX Stock Holding History

Clearstead Trust’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	–	Sell	-3	Closed	-$489	–	1252
2025 Q3	$489	Hold	3	–	–	﹤0.01%	1379
2025 Q2	$527	Buy	+3	New	+$532	﹤0.01%	1319

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Clearstead Trust's IEX Position: Q4 2025 in Review

Clearstead Trust sold out of IDEX (IEX) in Q4 2025, closing a stake of 3 shares — an estimated $489 sold.

Clearstead Trust first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $527 in Q2 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Clearstead Trust reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 3 IDEX shares in Q4 2025, an estimated $489.
Clearstead Trust first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
Clearstead Trust's IDEX position peaked at $527 in Q2 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.