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Gitterman Wealth Management’s IDEX IEX Stock Holding History

Gitterman Wealth 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
2024
Q4 		– Sell
-1,484
Closed -$319K – 145
2024
Q3 		$319K Buy
+1,484
New +$299K 0.13% 57
2022
Q3 		– Sell
-1,218
Closed -$224K – 82
2022
Q2 		$224K Buy
+1,218
New +$230K 0.21% 54

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Gitterman Wealth Management's IEX Position: Q4 2024 in Review

Gitterman Wealth Management sold out of IDEX (IEX) in Q4 2024, closing a stake of 1,484 shares — an estimated $319K sold.

Gitterman Wealth Management first reported a position in IEX in Q2 2022 and held it in 2 quarters. The position peaked at $319K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Gitterman Wealth Management reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,484 IDEX shares in Q4 2024, an estimated $319K.
  • Gitterman Wealth Management first reported a position in IDEX in Q2 2022 and held it in 2 quarters.
  • Gitterman Wealth Management's IDEX position peaked at $319K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.