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Creekmur Asset Management’s IDEX IEX Stock Holding History

Creekmur 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
Q3 		$138K Sell
850
-523
-38% -$88.3K 0.02% 239
2025
Q2 		$241K Buy
1,373
+311
+29% +$55.1K 0.04% 210
2025
Q1 		$192K Buy
1,062
+1,055
+15,071% +$210K 0.04% 210
2024
Q4 		$1.47K Hold
7
– – ﹤0.01% 630
2024
Q3 		$1.5K Hold
7
– – ﹤0.01% 685
2024
Q2 		$1.41K Buy
+7
New +$1.53K ﹤0.01% 747

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creekmur Asset Management's IEX Position: Q3 2025 in Review

Creekmur Asset Management reduced its IDEX (IEX) stake by 38% in Q3 2025, selling an estimated $88.3K and leaving 850 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #239.

Creekmur Asset Management first reported a position in IEX in Q2 2024 and has held it in 6 quarters since. The position peaked at $241K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Creekmur Asset Management held 850 shares of IDEX worth $138K as of Q3 2025.
  • Creekmur Asset Management sold 523 IDEX shares in Q3 2025, an estimated $88.3K.
  • IDEX made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #239 holding.
  • Creekmur Asset Management first reported a position in IDEX in Q2 2024 and has held it in 6 quarters since.
  • Creekmur Asset Management's IDEX position peaked at $241K in Q2 2025.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.