Continuum Advisory’s IDEX IEX Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-2	Closed	-$362	–	948
2025 Q1	$362	Hold	2	–	–	﹤0.01%	1599
2024 Q4	$419	Hold	2	–	–	﹤0.01%	1769
2024 Q3	$459	Buy	+2	New	+$403	﹤0.01%	1804

Other funds holding IEX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Continuum Advisory's IEX Position: Q2 2025 in Review

Continuum Advisory sold out of IDEX (IEX) in Q2 2025, closing a stake of 2 shares — an estimated $362 sold.

Continuum Advisory first reported a position in IEX in Q3 2024 and held it in 3 quarters. The position peaked at $459 in Q3 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

Continuum Advisory reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 2 IDEX shares in Q2 2025, an estimated $362.
Continuum Advisory first reported a position in IDEX in Q3 2024 and held it in 3 quarters.
Continuum Advisory's IDEX position peaked at $459 in Q3 2024.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.