Essex Investment Management’s IDEX IEX Stock Holding History

Essex Investment Management’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	-17,831	Closed	-$3.13M	–	308
2025 Q2	$3.13M	Sell	17,831 -3,470	-16%	-$615K	0.57%	67
2025 Q1	$3.85M	Sell	21,301 -2,602	-11%	-$518K	0.8%	36
2024 Q4	$5M	Buy	23,903 +23,819	+28,356%	+$5.21M	0.9%	29
2024 Q3	$18K	Hold	84	–	–	﹤0.01%	287
2024 Q2	$16.9K	Hold	84	–	–	﹤0.01%	291
2024 Q1	$20.5K	Hold	84	–	–	﹤0.01%	281
2023 Q4	$18.2K	Buy	84 +22	+35%	+$4.44K	﹤0.01%	292
2023 Q3	$12.9K	Hold	62	–	–	﹤0.01%	340
2023 Q2	$13.3K	Hold	62	–	–	﹤0.01%	350
2023 Q1	$14.3K	Hold	62	–	–	﹤0.01%	356
2022 Q4	$14K	Hold	62	–	–	﹤0.01%	360
2022 Q3	$12K	Hold	62	–	–	﹤0.01%	362
2022 Q2	$11K	Hold	62	–	–	﹤0.01%	380
2022 Q1	$12K	Hold	62	–	–	﹤0.01%	365
2021 Q4	$15K	Hold	62	–	–	﹤0.01%	377
2021 Q3	$13K	Hold	62	–	–	﹤0.01%	388
2021 Q2	$14K	Hold	62	–	–	﹤0.01%	388
2021 Q1	$13K	Hold	62	–	–	﹤0.01%	414
2020 Q4	$12K	Hold	62	–	–	﹤0.01%	435
2020 Q3	$11K	Hold	62	–	–	﹤0.01%	436
2020 Q2	$10K	Sell	62 -198	-76%	-$30.3K	﹤0.01%	394
2020 Q1	$36K	Hold	260	–	–	0.01%	342
2019 Q4	$45K	Hold	260	–	–	0.01%	410
2019 Q3	$43K	Hold	260	–	–	0.01%	402
2019 Q2	$45K	Hold	260	–	–	0.01%	406
2019 Q1	$39K	Hold	260	–	–	0.01%	404
2018 Q4	$33K	Buy	+260	New	+$34.8K	0.01%	411

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Essex Investment Management's IEX Position: Q3 2025 in Review

Essex Investment Management sold out of IDEX (IEX) in Q3 2025, closing a stake of 17,831 shares — an estimated $3.13M sold.

Essex Investment Management first reported a position in IEX in Q4 2018 and held it in 27 quarters. The position peaked at $5M in Q4 2024. 632 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Essex Investment Management reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Essex Investment Management sold 17,831 IDEX shares in Q3 2025, an estimated $3.13M.
Essex Investment Management first reported a position in IDEX in Q4 2018 and held it in 27 quarters.
Essex Investment Management's IDEX position peaked at $5M in Q4 2024.
632 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.