CQS
IEX icon

Credential Qtrade Securities’s IDEX IEX Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$9.76K Hold
40
– – ﹤0.01% 300
2023
Q4 		$8.68K Hold
40
– – ﹤0.01% 295
2023
Q3 		$8.32K Hold
40
– – ﹤0.01% 282
2023
Q2 		$8.61K Sell
40
-16
-29% -$3.36K ﹤0.01% 290
2023
Q1 		$12.9K Buy
+56
New +$12.7K ﹤0.01% 287

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Credential Qtrade Securities's IEX Position: Q1 2024 in Review

Credential Qtrade Securities held its IDEX (IEX) position steady in Q1 2024 at 40 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Credential Qtrade Securities first reported a position in IEX in Q1 2023 and has held it in 5 quarters since. The position peaked at $12.9K in Q1 2023. 624 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Credential Qtrade Securities held 40 shares of IDEX worth $9.76K as of Q1 2024.
  • Credential Qtrade Securities left its IDEX share count unchanged in Q1 2024.
  • IDEX made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #300 holding.
  • Credential Qtrade Securities first reported a position in IDEX in Q1 2023 and has held it in 5 quarters since.
  • Credential Qtrade Securities's IDEX position peaked at $12.9K in Q1 2023.
  • 624 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.