Farther Finance Advisors’s IDEX IEX Stock Holding History

Farther Finance Advisors’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	$162K	Buy	841 +61	+8%	+$12K	﹤0.01%	2171
2025 Q4	$139K	Buy	780 +263	+51%	+$44.9K	﹤0.01%	2137
2025 Q3	$84.2K	Buy	517 +147	+40%	+$24.8K	﹤0.01%	2136
2025 Q2	$65K	Sell	370 -227	-38%	-$40.2K	﹤0.01%	2000
2025 Q1	$108K	Sell	597 -19	-3%	-$3.78K	﹤0.01%	1507
2024 Q4	$129K	Sell	616 -53	-8%	-$11.6K	﹤0.01%	1200
2024 Q3	$144K	Sell	669 -57	-8%	-$11.5K	0.01%	1145
2024 Q2	$142K	Buy	726 +333	+85%	+$72.7K	0.01%	986
2024 Q1	$94.7K	Buy	393 +268	+214%	+$60.5K	0.01%	959
2023 Q4	$27.1K	Buy	125 +77	+160%	+$15.5K	﹤0.01%	1241
2023 Q3	$9.98K	Buy	48 +7	+17%	+$1.52K	﹤0.01%	1291
2023 Q2	$8.83K	Hold	41	–	–	﹤0.01%	1239
2023 Q1	$9.47K	Hold	41	–	–	﹤0.01%	1135
2022 Q4	$9.36K	Buy	+41	New	+$9.16K	﹤0.01%	969

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