EW
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Evoke Wealth’s IDEX IEX Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-25
Closed -$5K – 729
2022
Q3 		$5K Buy
25
+8
+47% +$1.62K ﹤0.01% 879
2022
Q2 		$3K Hold
17
– – ﹤0.01% 983
2022
Q1 		$3K Buy
17
+8
+89% +$1.62K ﹤0.01% 998
2021
Q4 		$2K Hold
9
– – ﹤0.01% 1047
2021
Q3 		$1K Hold
9
– – ﹤0.01% 1082
2021
Q2 		$2K Hold
9
– – ﹤0.01% 1050
2021
Q1 		$2K Hold
9
– – ﹤0.01% 1032
2020
Q4 		$2K Hold
9
– – ﹤0.01% 889
2020
Q3 		$2K Hold
9
– – ﹤0.01% 846
2020
Q2 		$1K Buy
9
+1
+13% +$153 ﹤0.01% 979
2020
Q1 		$1.1K Buy
+8
New +$1.25K ﹤0.01% 912

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

Evoke Wealth's IEX Position: Q4 2022 in Review

Evoke Wealth sold out of IDEX (IEX) in Q4 2022, closing a stake of 25 shares — an estimated $5K sold.

Evoke Wealth first reported a position in IEX in Q1 2020 and held it in 11 quarters. The position peaked at $5K in Q3 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

  • Evoke Wealth reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 25 IDEX shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in IDEX in Q1 2020 and held it in 11 quarters.
  • Evoke Wealth's IDEX position peaked at $5K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.