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First United Bank & Trust’s IDEX IEX Stock Holding History

First United Bank & Trust’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
Q4 		– Sell
-40
Closed -$6.51K – 415
2025
Q3 		$6.51K Hold
40
– – ﹤0.01% 358
2025
Q2 		$7.02K Hold
40
– – ﹤0.01% 325
2025
Q1 		$7.24K Hold
40
– – ﹤0.01% 329
2024
Q4 		$8.37K Sell
40
-5
-11% -$1.09K ﹤0.01% 317
2024
Q3 		$9.65K Hold
45
– – ﹤0.01% 312
2024
Q2 		$9.05K Hold
45
– – ﹤0.01% 330
2024
Q1 		$11K Hold
45
– – ﹤0.01% 342
2023
Q4 		$9.77K Buy
+45
New +$9.08K ﹤0.01% 351

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First United Bank & Trust's IEX Position: Q4 2025 in Review

First United Bank & Trust sold out of IDEX (IEX) in Q4 2025, closing a stake of 40 shares — an estimated $6.51K sold.

First United Bank & Trust first reported a position in IEX in Q4 2023 and held it in 8 quarters. The position peaked at $11K in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • First United Bank & Trust reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • First United Bank & Trust sold 40 IDEX shares in Q4 2025, an estimated $6.51K.
  • First United Bank & Trust first reported a position in IDEX in Q4 2023 and held it in 8 quarters.
  • First United Bank & Trust's IDEX position peaked at $11K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on First United Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.