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Forum Financial Management’s IDEX IEX Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-1,332
Closed -$217K – 1035
2025
Q3 		$217K Sell
1,332
-142
-10% -$24K ﹤0.01% 924
2025
Q2 		$259K Buy
1,474
+188
+15% +$33.3K ﹤0.01% 755
2025
Q1 		$233K Buy
1,286
+3
+0.2% +$597 ﹤0.01% 739
2024
Q4 		$269K Buy
+1,283
New +$281K ﹤0.01% 681
2022
Q1 		– Sell
-1,122
Closed -$265K – 642
2021
Q4 		$265K Buy
+1,122
New +$255K 0.01% 475

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

Forum Financial Management's IEX Position: Q4 2025 in Review

Forum Financial Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,332 shares — an estimated $217K sold.

Forum Financial Management first reported a position in IEX in Q4 2021 and held it in 5 quarters. The position peaked at $269K in Q4 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Forum Financial Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,332 IDEX shares in Q4 2025, an estimated $217K.
  • Forum Financial Management first reported a position in IDEX in Q4 2021 and held it in 5 quarters.
  • Forum Financial Management's IDEX position peaked at $269K in Q4 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.