GWS
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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return