Covestor’s IDEX IEX Stock Holding History

Covestor’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	$53K	Sell	279 -335	-55%	-$66.1K	0.04%	680
2025 Q4	$109K	Buy	614 +272	+80%	+$46.5K	0.06%	531
2025 Q3	$56K	Sell	342 -130	-28%	-$22K	0.03%	853
2025 Q2	$83K	Buy	472 +146	+45%	+$25.9K	0.05%	660
2025 Q1	$59K	Sell	326 -372	-53%	-$74.1K	0.04%	777
2024 Q4	$146K	Buy	698 +6	+0.9%	+$1.31K	0.09%	303
2024 Q3	$148K	Buy	692 +165	+31%	+$33.3K	0.09%	317
2024 Q2	$106K	Sell	527 -19	-3%	-$4.15K	0.07%	447
2024 Q1	$133K	Buy	546 +206	+61%	+$46.5K	0.08%	340
2023 Q4	$74K	Buy	340 +34	+11%	+$6.86K	0.05%	672
2023 Q3	$64K	Buy	306 +48	+19%	+$10.4K	0.05%	651
2023 Q2	$56K	Sell	258 -19	-7%	-$3.99K	0.04%	736
2023 Q1	$64K	Buy	277 +38	+16%	+$8.63K	0.06%	614
2022 Q4	$55K	Sell	239 -256	-52%	-$57.2K	0.04%	692
2022 Q3	$99K	Buy	495 +52	+12%	+$10.5K	0.09%	357
2022 Q2	$81K	Buy	443 +160	+57%	+$30.1K	0.07%	522
2022 Q1	$54K	Buy	283 +17	+6%	+$3.45K	0.04%	781
2021 Q4	$63K	Buy	+266	New	+$60.4K	0.09%	401

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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