D.J. St. Germain’s IDEX IEX Stock Holding History

D.J. St. Germain’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 Q2	–	Sell	-15	Closed	-$2.71K	–	916
2025 Q1	$2.71K	Buy	+15	New	+$2.99K	﹤0.01%	708

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.J. St. Germain's IEX Position: Q2 2025 in Review

D.J. St. Germain sold out of IDEX (IEX) in Q2 2025, closing a stake of 15 shares — an estimated $2.71K sold.

D.J. St. Germain first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $2.71K in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

D.J. St. Germain reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
D.J. St. Germain sold 15 IDEX shares in Q2 2025, an estimated $2.71K.
D.J. St. Germain first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
D.J. St. Germain's IDEX position peaked at $2.71K in Q1 2025.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on D.J. St. Germain's 13F filing for Q2 2025, filed 16 Jul 2025.