CVA Family Office’s IDEX IEX Stock Holding History

CVA Family Office’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	$14.8K	Buy	78 +75	+2,500%	+$14.8K	﹤0.01%	885
2025 Q4	$534	Buy	+3	New	+$513	﹤0.01%	1206
2025 Q3	–	Sell	-47	Closed	-$8.25K	–	1322
2025 Q2	$8.25K	Buy	47 +40	+571%	+$7.09K	﹤0.01%	832
2025 Q1	$1.27K	Sell	7 -22	-76%	-$4.38K	﹤0.01%	1065
2024 Q4	$6.07K	Buy	29 +14	+93%	+$3.06K	﹤0.01%	856
2024 Q3	$3.22K	Sell	15 -2	-12%	-$403	﹤0.01%	911
2024 Q2	$3.42K	Buy	17 +2	+13%	+$437	﹤0.01%	880
2024 Q1	$3.66K	Hold	15	–	–	﹤0.01%	869
2023 Q4	$3.26K	Buy	+15	New	+$3.03K	﹤0.01%	856
2023 Q3	–	Sell	-121	Closed	-$26K	–	570
2023 Q2	$26K	Buy	121 +5	+4%	+$1.05K	0.01%	567
2023 Q1	$26.8K	Hold	116	–	–	0.01%	539
2022 Q4	$26.5K	Hold	116	–	–	0.01%	516
2022 Q3	$23K	Hold	116	–	–	0.01%	500
2022 Q2	$21K	Buy	116 +10	+9%	+$1.88K	0.01%	530
2022 Q1	$20K	Sell	106 -10	-9%	-$2.03K	﹤0.01%	560
2021 Q4	$27K	Buy	+116	New	+$26.3K	0.01%	474
2021 Q3	–	Sell	-101	Closed	-$22K	–	593
2021 Q2	$22K	Buy	+101	New	+$22.3K	0.01%	513

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