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FORA Capital’s IDEX IEX Stock Holding History

FORA Capital’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
-5,175
Closed -$842K – 539
2025
Q3 		$842K Sell
5,175
-8,625
-63% -$1.46M 0.15% 193
2025
Q2 		$2.42M Buy
13,800
+2,376
+21% +$421K 0.27% 94
2025
Q1 		$2.07M Buy
+11,424
New +$2.27M 0.21% 152
2024
Q4 		– Sell
-3,453
Closed -$741K – 483
2024
Q3 		$741K Sell
3,453
-6,384
-65% -$1.29M 0.09% 236
2024
Q2 		$1.98M Buy
+9,837
New +$2.15M 0.24% 136
2024
Q1 		– Sell
-13,724
Closed -$2.98M – 489
2023
Q4 		$2.98M Buy
+13,724
New +$2.77M 0.26% 114
2023
Q3 		– Sell
-11,614
Closed -$2.5M – 520
2023
Q2 		$2.5M Buy
+11,614
New +$2.44M 0.35% 85
2023
Q1 		– Sell
-1,276
Closed -$291K – 602
2022
Q4 		$291K Sell
1,276
-2,806
-69% -$627K 0.05% 366
2022
Q3 		$816K Buy
4,082
+1,264
+45% +$256K 0.16% 186
2022
Q2 		$512K Sell
2,818
-4,343
-61% -$818K 0.1% 246
2022
Q1 		$1.4M Buy
7,161
+5,807
+429% +$1.18M 0.25% 120
2021
Q4 		$320K Buy
+1,354
New +$308K 0.12% 215
2021
Q3 		– Sell
-612
Closed -$135K – 591
2021
Q2 		$135K Sell
612
-2,208
-78% -$488K 0.03% 523
2021
Q1 		$590K Buy
+2,820
New +$559K 0.19% 128
2020
Q4 		– Sell
-752
Closed -$137K – 1020
2020
Q3 		$137K Buy
+752
New +$130K 0.09% 237
2020
Q1 		– Sell
-413
Closed -$71K – 1168
2019
Q4 		$71K Buy
+413
New +$66.8K 0.01% 827

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

FORA Capital's IEX Position: Q4 2025 in Review

FORA Capital sold out of IDEX (IEX) in Q4 2025, closing a stake of 5,175 shares — an estimated $842K sold.

FORA Capital first reported a position in IEX in Q4 2019 and held it in 16 quarters. The position peaked at $2.98M in Q4 2023. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • FORA Capital reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 5,175 IDEX shares in Q4 2025, an estimated $842K.
  • FORA Capital first reported a position in IDEX in Q4 2019 and held it in 16 quarters.
  • FORA Capital's IDEX position peaked at $2.98M in Q4 2023.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.