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Ellevest Inc’s IDEX IEX Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-66
Closed -$15.2K – 942
2023
Q1 		$15.2K Sell
66
-2,062
-97% -$468K ﹤0.01% 921
2022
Q4 		$486K Buy
2,128
+982
+86% +$219K 0.04% 129
2022
Q3 		$229K Buy
1,146
+488
+74% +$98.6K 0.02% 250
2022
Q2 		$120K Buy
658
+18
+3% +$3.39K 0.01% 379
2022
Q1 		$123K Buy
640
+431
+206% +$87.4K 0.01% 379
2021
Q4 		$49K Buy
+209
New +$47.5K ﹤0.01% 517

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ellevest Inc's IEX Position: Q2 2023 in Review

Ellevest Inc sold out of IDEX (IEX) in Q2 2023, closing a stake of 66 shares — an estimated $15.2K sold.

Ellevest Inc first reported a position in IEX in Q4 2021 and held it in 6 quarters. The position peaked at $486K in Q4 2022. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Ellevest Inc reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 66 IDEX shares in Q2 2023, an estimated $15.2K.
  • Ellevest Inc first reported a position in IDEX in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's IDEX position peaked at $486K in Q4 2022.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.