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Compass Ion Advisors’s IDEX IEX Stock Holding History

Compass Ion 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
2026
Q1 		$933K Hold
4,922
– – 0.09% 118
2025
Q4 		$876K Hold
4,922
– – 0.08% 121
2025
Q3 		$801K Hold
4,922
– – 0.08% 134
2025
Q2 		$864K Sell
4,922
-2
-0% -$355 0.09% 116
2025
Q1 		$891K Buy
4,924
+2
+0% +$398 0.11% 108
2024
Q4 		$1.03M Sell
4,922
-180
-4% -$39.4K 0.12% 97
2024
Q3 		$1.09M Buy
5,102
+555
+12% +$112K 0.13% 91
2024
Q2 		$1.11M Hold
4,547
– – 0.16% 81
2024
Q1 		$1.11M Sell
4,547
-2,675
-37% -$604K 0.16% 82
2023
Q4 		$1.57M Sell
7,222
-1
-0% -$202 0.24% 61
2023
Q3 		$1.5M Buy
+7,223
New +$1.57M 0.26% 58

Other funds holding IEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return