Cobblestone Capital Advisors’s IDEX IEX Stock Holding History

Cobblestone Capital Advisors’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 Q1	–	Sell	-1,012	Closed	-$212K	–	298
2024 Q4	$212K	Hold	1,012	–	–	0.01%	283
2024 Q3	$217K	Hold	1,012	–	–	0.01%	273
2024 Q2	$204K	Hold	1,012	–	–	0.01%	268
2024 Q1	$247K	Hold	1,012	–	–	0.02%	243
2023 Q4	$220K	Hold	1,012	–	–	0.01%	256
2023 Q3	$211K	Hold	1,012	–	–	0.02%	248
2023 Q2	$218K	Hold	1,012	–	–	0.02%	250
2023 Q1	$234K	Hold	1,012	–	–	0.02%	239
2022 Q4	$231K	Hold	1,012	–	–	0.02%	249
2022 Q3	$202K	Buy	+1,012	New	+$205K	0.02%	242
2022 Q1	–	Sell	-1,012	Closed	-$239K	–	257
2021 Q4	$239K	Hold	1,012	–	–	0.02%	236
2021 Q3	$209K	Hold	1,012	–	–	0.01%	246
2021 Q2	$223K	Hold	1,012	–	–	0.02%	243
2021 Q1	$212K	Hold	1,012	–	–	0.02%	246
2020 Q4	$202K	Buy	+1,012	New	+$192K	0.02%	243

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cobblestone Capital Advisors's IEX Position: Q1 2025 in Review

Cobblestone Capital Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,012 shares — an estimated $212K sold.

Cobblestone Capital Advisors first reported a position in IEX in Q4 2020 and held it in 15 quarters. The position peaked at $247K in Q1 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Cobblestone Capital Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Cobblestone Capital Advisors sold 1,012 IDEX shares in Q1 2025, an estimated $212K.
Cobblestone Capital Advisors first reported a position in IDEX in Q4 2020 and held it in 15 quarters.
Cobblestone Capital Advisors's IDEX position peaked at $247K in Q1 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.