Ethic Inc’s IDEX IEX Stock Holding History

Ethic 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
2026 Q1	$1.24M	Buy	6,533 +2,231	+52%	+$440K	0.02%	595
2025 Q4	$766K	Buy	+4,302	New	+$735K	0.01%	718
2025 Q3	–	Sell	-1,278	Closed	-$225K	–	1245
2025 Q2	$225K	Buy	+1,278	New	+$227K	﹤0.01%	1074
2024 Q4	–	Sell	-981	Closed	-$239K	–	1187
2024 Q3	$239K	Buy	+981	New	+$198K	0.01%	955
2024 Q2	–	Sell	-981	Closed	-$239K	–	1155
2024 Q1	$239K	Sell	981 -3,040	-76%	-$687K	0.01%	953
2023 Q4	$873K	Buy	4,021 +115	+3%	+$23.2K	0.03%	576
2023 Q3	$813K	Buy	3,906 +933	+31%	+$202K	0.03%	538
2023 Q2	$640K	Sell	2,973 -985	-25%	-$207K	0.02%	577
2023 Q1	$914K	Sell	3,958 -1,879	-32%	-$427K	0.04%	465
2022 Q4	$1.33M	Buy	5,837 +1,570	+37%	+$351K	0.07%	321
2022 Q3	$853K	Buy	4,267 +1,611	+61%	+$326K	0.06%	364
2022 Q2	$482K	Buy	2,656 +40	+2%	+$7.54K	0.03%	481
2022 Q1	$502K	Buy	2,616 +806	+45%	+$164K	0.03%	463
2021 Q4	$428K	Buy	+1,810	New	+$411K	0.03%	444

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return