Connecticut Wealth Management’s IDEX IEX Stock Holding History

Connecticut Wealth 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 Q1	–	Sell	-1,024	Closed	-$214K	–	313
2024 Q4	$214K	Hold	1,024	–	–	0.01%	257
2024 Q3	$220K	Hold	1,024	–	–	0.01%	304
2024 Q2	$206K	Hold	1,024	–	–	0.01%	311
2024 Q1	$250K	Hold	1,024	–	–	0.01%	288
2023 Q4	$222K	Sell	1,024 -118	-10%	-$23.8K	0.01%	301
2023 Q3	$238K	Hold	1,142	–	–	0.02%	262
2023 Q2	$246K	Hold	1,142	–	–	0.02%	229
2023 Q1	$264K	Buy	1,142 +242	+27%	+$54.9K	0.02%	213
2022 Q4	$205K	Buy	+900	New	+$201K	0.02%	194
2022 Q1	–	Sell	-891	Closed	-$211K	–	201
2021 Q4	$211K	Buy	+891	New	+$202K	0.02%	193

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

Connecticut Wealth Management's IEX Position: Q1 2025 in Review

Connecticut Wealth Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,024 shares — an estimated $214K sold.

Connecticut Wealth Management first reported a position in IEX in Q4 2021 and held it in 10 quarters. The position peaked at $264K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Connecticut Wealth Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Connecticut Wealth Management sold 1,024 IDEX shares in Q1 2025, an estimated $214K.
Connecticut Wealth Management first reported a position in IDEX in Q4 2021 and held it in 10 quarters.
Connecticut Wealth Management's IDEX position peaked at $264K in Q1 2023.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Connecticut Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.