Dougherty Wealth Advisers’s IDEX IEX Stock Holding History

Dougherty Wealth Advisers’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	-455	Closed	-$74.1K	–	124
2025 Q3	$74.1K	Hold	455	–	–	0.05%	70
2025 Q2	$79.9K	Hold	455	–	–	0.05%	67
2025 Q1	$82.3K	Hold	455	–	–	0.06%	64
2024 Q4	$95.2K	Hold	455	–	–	0.07%	60
2024 Q3	$97.6K	Sell	455 -18	-4%	-$3.63K	0.08%	59
2024 Q2	$95.2K	Hold	473	–	–	0.08%	57
2024 Q1	$115K	Hold	473	–	–	0.1%	53
2023 Q4	$103K	Hold	473	–	–	0.09%	60
2023 Q3	$98.4K	Hold	473	–	–	0.11%	51
2023 Q2	$102K	Hold	473	–	–	0.14%	52
2023 Q1	$109K	Hold	473	–	–	0.17%	52
2022 Q4	$108K	Hold	473	–	–	0.18%	57
2022 Q3	$95K	Hold	473	–	–	0.19%	56
2022 Q2	$86K	Hold	473	–	–	0.16%	65
2022 Q1	$91K	Hold	473	–	–	0.14%	72
2021 Q4	$112K	Hold	473	–	–	0.16%	69
2021 Q3	$98K	Hold	473	–	–	0.15%	74
2021 Q2	$104K	Hold	473	–	–	0.15%	71
2021 Q1	$99K	Hold	473	–	–	0.15%	67
2020 Q4	$94K	Hold	473	–	–	0.15%	69
2020 Q3	$86K	Hold	473	–	–	0.3%	64
2020 Q2	$75K	Hold	473	–	–	0.27%	70
2020 Q1	$65K	Hold	473	–	–	0.26%	73
2019 Q4	$81K	Hold	473	–	–	0.25%	78
2019 Q3	$78K	Sell	473 -375	-44%	-$62.2K	0.26%	76
2019 Q2	$146K	Buy	848 +375	+79%	+$58.9K	0.41%	51
2019 Q1	$72K	Hold	473	–	–	0.24%	75
2018 Q4	$65K	Buy	+473	New	+$63.3K	0.21%	85

Other funds holding IEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Dougherty Wealth Advisers's IEX Position: Q4 2025 in Review

Dougherty Wealth Advisers sold out of IDEX (IEX) in Q4 2025, closing a stake of 455 shares — an estimated $74.1K sold.

Dougherty Wealth Advisers first reported a position in IEX in Q4 2018 and held it in 28 quarters. The position peaked at $146K in Q2 2019. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Dougherty Wealth Advisers reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 455 IDEX shares in Q4 2025, an estimated $74.1K.
Dougherty Wealth Advisers first reported a position in IDEX in Q4 2018 and held it in 28 quarters.
Dougherty Wealth Advisers's IDEX position peaked at $146K in Q2 2019.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.