FullCircle Wealth’s IDEX IEX Stock Holding History

FullCircle Wealth’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 Q3	$394K	Buy	2,348 +580	+33%	+$98K	0.14%	163
2025 Q2	$280K	Buy	+1,768	New	+$313K	0.1%	201

Other funds holding IEX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

FullCircle Wealth's IEX Position: Q3 2025 in Review

FullCircle Wealth increased its IDEX (IEX) stake by 33% in Q3 2025, buying an estimated $98K and bringing the position to 2,348 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #163.

FullCircle Wealth first reported a position in IEX in Q2 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

FullCircle Wealth held 2,348 shares of IDEX worth $394K as of Q3 2025.
FullCircle Wealth bought 580 IDEX shares in Q3 2025, an estimated $98K.
IDEX made up 0.14% of FullCircle Wealth's portfolio in Q3 2025, its #163 holding.
FullCircle Wealth first reported a position in IDEX in Q2 2025 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.