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Congress Asset Management’s IDEX IEX Stock Holding History

Congress Asset Management’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
-1,293
Closed -$210K – 391
2025
Q3 		$210K Buy
+1,293
New +$218K ﹤0.01% 389
2024
Q3 		– Sell
-3,399
Closed -$684K – 367
2024
Q2 		$684K Buy
3,399
+1,237
+57% +$270K ﹤0.01% 313
2024
Q1 		$528K Sell
2,162
-1,257
-37% -$284K ﹤0.01% 323
2023
Q4 		$742K Sell
3,419
-539,682
-99% -$109M 0.01% 330
2023
Q3 		$113M Buy
543,101
+3,304
+0.6% +$717K 1% 33
2023
Q2 		$116M Buy
539,797
+974
+0.2% +$205K 1.01% 35
2023
Q1 		$124M Buy
538,823
+22,230
+4% +$5.05M 1.16% 18
2022
Q4 		$118M Sell
516,593
-70,805
-12% -$15.8M 1.18% 17
2022
Q3 		$117M Sell
587,398
-1,642
-0.3% -$332K 1.26% 15
2022
Q2 		$107M Buy
589,040
+1,693
+0.3% +$319K 1.02% 33
2022
Q1 		$113M Buy
587,347
+8,576
+1% +$1.74M 0.96% 47
2021
Q4 		$137M Buy
578,771
+5,241
+0.9% +$1.19M 1.04% 37
2021
Q3 		$119M Buy
573,530
+16,072
+3% +$3.57M 0.93% 52
2021
Q2 		$123M Sell
557,458
-12,021
-2% -$2.66M 1.03% 39
2021
Q1 		$119M Sell
569,479
-14,123
-2% -$2.8M 1.08% 33
2020
Q4 		$116M Buy
583,602
+2,827
+0.5% +$537K 1.1% 37
2020
Q3 		$106M Buy
580,775
+1,827
+0.3% +$316K 1.15% 33
2020
Q2 		$91.5M Buy
578,948
+2,294
+0.4% +$351K 1.09% 39
2020
Q1 		$79.6M Sell
576,654
-3,160
-0.5% -$496K 1.21% 31
2019
Q4 		$99.7M Buy
579,814
+592
+0.1% +$95.8K 1.21% 26
2019
Q3 		$94.9M Sell
579,222
-3,469
-0.6% -$576K 1.22% 27
2019
Q2 		$100M Sell
582,691
-8,243
-1% -$1.29M 1.27% 18
2019
Q1 		$89.7M Buy
+590,934
New +$83.5M 1.17% 32
2018
Q2 		– Sell
-2,317
Closed -$330K – 374
2018
Q1 		$330K Buy
+2,317
New +$323K ﹤0.01% 358

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

Congress Asset Management's IEX Position: Q4 2025 in Review

Congress Asset Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,293 shares — an estimated $210K sold.

Congress Asset Management first reported a position in IEX in Q1 2018 and held it in 24 quarters. The position peaked at $137M in Q4 2021. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Congress Asset Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Congress Asset Management sold 1,293 IDEX shares in Q4 2025, an estimated $210K.
  • Congress Asset Management first reported a position in IDEX in Q1 2018 and held it in 24 quarters.
  • Congress Asset Management's IDEX position peaked at $137M in Q4 2021.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Congress Asset Management's 13F filing for Q4 2025, filed 9 Jan 2026.