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Glassman Wealth Services’s IDEX IEX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-64
Closed -$13.9K – 954
2023
Q4 		$13.9K Buy
64
+24
+60% +$4.84K ﹤0.01% 796
2023
Q3 		$8.32K Sell
40
-3
-7% -$651 ﹤0.01% 906
2023
Q2 		$9.26K Sell
43
-2
-4% -$420 ﹤0.01% 833
2023
Q1 		$10.4K Buy
45
+5
+13% +$1.14K ﹤0.01% 804
2022
Q4 		$9.13K Sell
40
-1
-2% -$223 ﹤0.01% 856
2022
Q3 		$8K Buy
41
+9
+28% +$1.82K ﹤0.01% 863
2022
Q2 		$6K Sell
32
-1
-3% -$188 ﹤0.01% 950
2022
Q1 		$6K Buy
33
+13
+65% +$2.64K ﹤0.01% 966
2021
Q4 		$5K Buy
20
+9
+82% +$2.04K ﹤0.01% 984
2021
Q3 		$2K Hold
11
– – ﹤0.01% 1177
2021
Q2 		$2K Hold
11
– – ﹤0.01% 1147
2021
Q1 		$2K Buy
11
+2
+22% +$397 ﹤0.01% 1102
2020
Q4 		$2K Hold
9
– – ﹤0.01% 1074
2020
Q3 		$2K Hold
9
– – ﹤0.01% 1000
2020
Q2 		$1K Buy
9
+3
+50% +$458 ﹤0.01% 1040
2020
Q1 		$1K Buy
6
+3
+100% +$471 ﹤0.01% 900
2019
Q4 		$1K Hold
3
– – ﹤0.01% 945
2019
Q3 		$0 Buy
+3
New +$498 ﹤0.01% 1194

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Glassman Wealth Services's IEX Position: Q1 2024 in Review

Glassman Wealth Services sold out of IDEX (IEX) in Q1 2024, closing a stake of 64 shares — an estimated $13.9K sold.

Glassman Wealth Services first reported a position in IEX in Q3 2019 and held it in 18 quarters. The position peaked at $13.9K in Q4 2023. 625 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Glassman Wealth Services reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 64 IDEX shares in Q1 2024, an estimated $13.9K.
  • Glassman Wealth Services first reported a position in IDEX in Q3 2019 and held it in 18 quarters.
  • Glassman Wealth Services's IDEX position peaked at $13.9K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.