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Filbrandt Wealth Management’s IDEX IEX Stock Holding History

Filbrandt Wealth 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
2021
Q3 		$0 Buy
+2
New +$444 ﹤0.01% 247

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Filbrandt Wealth Management's IEX Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in IDEX (IEX) in Q3 2021: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings.

543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Filbrandt Wealth Management held 2 shares of IDEX worth $0 as of Q3 2021.
  • IDEX was a new Filbrandt Wealth Management position in Q3 2021.
  • IDEX made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #247 holding.
  • 543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.