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Edgestream Partners’s IDEX IEX Stock Holding History

Edgestream 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
Q3 		– Sell
-31,050
Closed -$5.45M – 968
2025
Q2 		$5.45M Buy
31,050
+17,455
+128% +$3.09M 0.15% 273
2025
Q1 		$2.46M Buy
13,595
+12,081
+798% +$2.4M 0.08% 434
2024
Q4 		$317K Buy
+1,514
New +$331K 0.01% 753
2024
Q1 		– Sell
-13,127
Closed -$2.85M – 908
2023
Q4 		$2.85M Buy
+13,127
New +$2.65M 0.21% 153
2023
Q3 		– Sell
-4,406
Closed -$948K – 884
2023
Q2 		$948K Buy
4,406
+756
+21% +$159K 0.09% 369
2023
Q1 		$843K Buy
+3,650
New +$829K 0.09% 324
2022
Q2 		– Sell
-20,587
Closed -$3.95M – 562
2022
Q1 		$3.95M Buy
+20,587
New +$4.18M 0.31% 97
2021
Q4 		– Sell
-9,620
Closed -$1.99M – 523
2021
Q3 		$1.99M Sell
9,620
-3,477
-27% -$772K 0.12% 238
2021
Q2 		$2.88M Buy
13,097
+9,965
+318% +$2.2M 0.17% 188
2021
Q1 		$656K Sell
3,132
-7,355
-70% -$1.46M 0.04% 315
2020
Q4 		$2.09M Buy
+10,487
New +$1.99M 0.11% 229

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's IEX Position: Q3 2025 in Review

Edgestream Partners sold out of IDEX (IEX) in Q3 2025, closing a stake of 31,050 shares — an estimated $5.45M sold.

Edgestream Partners first reported a position in IEX in Q4 2020 and held it in 11 quarters. The position peaked at $5.45M in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Edgestream Partners reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 31,050 IDEX shares in Q3 2025, an estimated $5.45M.
  • Edgestream Partners first reported a position in IDEX in Q4 2020 and held it in 11 quarters.
  • Edgestream Partners's IDEX position peaked at $5.45M in Q2 2025.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.