FormulaFolio Investments’s IDEX IEX Stock Holding History

FormulaFolio Investments’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 Q2	$11K	Hold	49	–	–	﹤0.01%	249
2021 Q1	$11K	Buy	+49	New	+$9.71K	﹤0.01%	250

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

FormulaFolio Investments's IEX Position: Q2 2021 in Review

FormulaFolio Investments held its IDEX (IEX) position steady in Q2 2021 at 49 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

FormulaFolio Investments first reported a position in IEX in Q1 2021 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

FormulaFolio Investments held 49 shares of IDEX worth $11K as of Q2 2021.
FormulaFolio Investments left its IDEX share count unchanged in Q2 2021.
IDEX made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #249 holding.
FormulaFolio Investments first reported a position in IDEX in Q1 2021 and has held it in 2 quarters since.
544 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.