Dearborn Partners’s IDEX IEX Stock Holding History

Dearborn Partners’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 Q1	–	Sell	-1,001	Closed	-$209K	–	265
2024 Q4	$209K	Hold	1,001	–	–	0.01%	255
2024 Q3	$215K	Hold	1,001	–	–	0.01%	259
2024 Q2	$201K	Hold	1,001	–	–	0.01%	254
2024 Q1	$244K	Sell	1,001 -902	-47%	-$204K	0.01%	240
2023 Q4	$413K	Hold	1,903	–	–	0.02%	176
2023 Q3	$396K	Hold	1,903	–	–	0.02%	167
2023 Q2	$410K	Buy	1,903 +1	+0.1%	+$210	0.02%	162
2023 Q1	$439K	Sell	1,902 -631	-25%	-$143K	0.02%	156
2022 Q4	$578K	Buy	2,533 +1,530	+153%	+$342K	0.02%	147
2022 Q3	$200K	Buy	+1,003	New	+$203K	0.01%	249
2022 Q1	–	Sell	-1,000	Closed	-$236K	–	275
2021 Q4	$236K	Hold	1,000	–	–	0.01%	249
2021 Q3	$207K	Hold	1,000	–	–	0.01%	242
2021 Q2	$220K	Hold	1,000	–	–	0.01%	238
2021 Q1	$209K	Buy	+1,000	New	+$198K	0.01%	241

Other funds holding IEX

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dearborn Partners's IEX Position: Q1 2025 in Review

Dearborn Partners sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,001 shares — an estimated $209K sold.

Dearborn Partners first reported a position in IEX in Q1 2021 and held it in 14 quarters. The position peaked at $578K in Q4 2022. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Dearborn Partners reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Dearborn Partners sold 1,001 IDEX shares in Q1 2025, an estimated $209K.
Dearborn Partners first reported a position in IDEX in Q1 2021 and held it in 14 quarters.
Dearborn Partners's IDEX position peaked at $578K in Q4 2022.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Dearborn Partners's 13F filing for Q1 2025, filed 8 May 2025.