Global Financial Private Client’s IDEX IEX Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-41	Closed	-$7.42K	–	858
2025 Q1	$7.42K	Buy	41 +23	+128%	+$4.58K	﹤0.01%	630
2024 Q4	$3.77K	Buy	18 +3	+20%	+$657	﹤0.01%	662
2024 Q3	$3.22K	Hold	15	–	–	﹤0.01%	685
2024 Q2	$3.02K	Hold	15	–	–	﹤0.01%	542
2024 Q1	$3.61K	Hold	15	–	–	﹤0.01%	545
2023 Q4	$3.26K	Hold	15	–	–	﹤0.01%	551
2023 Q3	$3.1K	Hold	15	–	–	﹤0.01%	539
2023 Q2	$3.19K	Hold	15	–	–	﹤0.01%	538
2023 Q1	$3.44K	Hold	15	–	–	﹤0.01%	534
2022 Q4	$3.42K	Hold	15	–	–	﹤0.01%	518
2022 Q3	$3.08K	Hold	15	–	–	﹤0.01%	502
2022 Q2	$2.75K	Hold	15	–	–	﹤0.01%	492
2022 Q1	$2.88K	Hold	15	–	–	﹤0.01%	504
2021 Q4	$3.54K	Hold	15	–	–	﹤0.01%	477
2021 Q3	$3.15K	Hold	15	–	–	﹤0.01%	432
2021 Q2	$3.3K	Hold	15	–	–	﹤0.01%	435
2021 Q1	$3.18K	Hold	15	–	–	﹤0.01%	389
2020 Q4	$2.99K	Hold	15	–	–	﹤0.01%	385
2020 Q3	$2.67K	Hold	15	–	–	﹤0.01%	374
2020 Q2	$2.34K	Hold	15	–	–	﹤0.01%	433
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	446
2019 Q4	$2.58K	Buy	+15	New	+$2.43K	﹤0.01%	456

Other funds holding IEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's IEX Position: Q2 2025 in Review

Global Financial Private Client sold out of IDEX (IEX) in Q2 2025, closing a stake of 41 shares — an estimated $7.42K sold.

Global Financial Private Client first reported a position in IEX in Q4 2019 and held it in 22 quarters. The position peaked at $7.42K in Q1 2025. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

Global Financial Private Client reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 41 IDEX shares in Q2 2025, an estimated $7.42K.
Global Financial Private Client first reported a position in IDEX in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's IDEX position peaked at $7.42K in Q1 2025.
639 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.