EPAM
IEX icon

Evelyn Partners Asset Management’s IDEX IEX Stock Holding History

Evelyn Partners Asset 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
Q2 		– Sell
-90
Closed -$16.3K – 244
2025
Q1 		$16.3K Buy
+90
New +$17.9K ﹤0.01% 188

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Asset Management's IEX Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 90 shares — an estimated $16.3K sold.

Evelyn Partners Asset Management first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $16.3K in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Evelyn Partners Asset Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 90 IDEX shares in Q2 2025, an estimated $16.3K.
  • Evelyn Partners Asset Management first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
  • Evelyn Partners Asset Management's IDEX position peaked at $16.3K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.