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Crowley Wealth Management’s IDEX IEX Stock Holding History

Crowley 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
Q4 		– Sell
-11
Closed -$1.79K – 164
2025
Q3 		$1.79K Hold
11
– – ﹤0.01% 373
2025
Q2 		$1.93K Hold
11
– – ﹤0.01% 354
2025
Q1 		$1.99K Hold
11
– – ﹤0.01% 360
2024
Q4 		$2.3K Buy
+11
New +$2.41K ﹤0.01% 361

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Crowley Wealth Management's IEX Position: Q4 2025 in Review

Crowley Wealth Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 11 shares — an estimated $1.79K sold.

Crowley Wealth Management first reported a position in IEX in Q4 2024 and held it in 4 quarters. The position peaked at $2.3K in Q4 2024. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Crowley Wealth Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 11 IDEX shares in Q4 2025, an estimated $1.79K.
  • Crowley Wealth Management first reported a position in IDEX in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's IDEX position peaked at $2.3K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.