Grandfield & Dodd’s IDEX IEX Stock Holding History

Grandfield & Dodd’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 Q1	–	Sell	-982	Closed	-$206K	–	200
2024 Q4	$206K	Hold	982	–	–	0.01%	201
2024 Q3	$211K	Buy	+982	New	+$198K	0.01%	204
2024 Q2	–	Sell	-982	Closed	-$240K	–	203
2024 Q1	$240K	Hold	982	–	–	0.02%	193
2023 Q4	$213K	Hold	982	–	–	0.01%	189
2023 Q3	$204K	Sell	982 -30	-3%	-$6.51K	0.02%	185
2023 Q2	$218K	Hold	1,012	–	–	0.02%	185
2023 Q1	$234K	Sell	1,012 -50	-5%	-$11.3K	0.02%	177
2022 Q4	$242K	Hold	1,062	–	–	0.02%	173
2022 Q3	$210K	Buy	+1,062	New	+$215K	0.02%	177
2022 Q2	–	Sell	-1,062	Closed	-$200K	–	195
2022 Q1	$200K	Sell	1,062 -50	-4%	-$10.1K	0.01%	203
2021 Q4	$260K	Hold	1,112	–	–	0.02%	184
2021 Q3	$230K	Hold	1,112	–	–	0.02%	194
2021 Q2	$240K	Hold	1,112	–	–	0.02%	188
2021 Q1	$230K	Sell	1,112 -50	-4%	-$9.91K	0.02%	183
2020 Q4	$230K	Hold	1,162	–	–	0.02%	177
2020 Q3	$210K	Buy	+1,162	New	+$201K	0.02%	171
2020 Q1	–	Sell	-1,212	Closed	-$208K	–	177
2019 Q4	$208K	Buy	+1,212	New	+$196K	0.02%	179
2019 Q3	–	Sell	-1,212	Closed	-$209K	–	180
2019 Q2	$209K	Buy	+1,212	New	+$190K	0.02%	175

Other funds holding IEX

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Grandfield & Dodd's IEX Position: Q1 2025 in Review

Grandfield & Dodd sold out of IDEX (IEX) in Q1 2025, closing a stake of 982 shares — an estimated $206K sold.

Grandfield & Dodd first reported a position in IEX in Q2 2019 and held it in 18 quarters. The position peaked at $260K in Q4 2021. 640 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Grandfield & Dodd reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Grandfield & Dodd sold 982 IDEX shares in Q1 2025, an estimated $206K.
Grandfield & Dodd first reported a position in IDEX in Q2 2019 and held it in 18 quarters.
Grandfield & Dodd's IDEX position peaked at $260K in Q4 2021.
640 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Grandfield & Dodd's 13F filing for Q1 2025, filed 2 May 2025.