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Hanson & Doremus Investment Management’s IDEX IEX Stock Holding History

Hanson & Doremus Investment 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
2025
Q2 		– Sell
-30
Closed -$5K – 478
2025
Q1 		$5K Hold
30
– – ﹤0.01% 443
2024
Q4 		$6K Buy
+30
New +$6.57K ﹤0.01% 432
2023
Q1 		– Sell
-16
Closed -$4K – 489
2022
Q4 		$4K Buy
+16
New +$3.58K ﹤0.01% 486

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hanson & Doremus Investment Management's IEX Position: Q2 2025 in Review

Hanson & Doremus Investment Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 30 shares — an estimated $5K sold.

Hanson & Doremus Investment Management first reported a position in IEX in Q4 2022 and held it in 3 quarters. The position peaked at $6K in Q4 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Hanson & Doremus Investment Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 30 IDEX shares in Q2 2025, an estimated $5K.
  • Hanson & Doremus Investment Management first reported a position in IDEX in Q4 2022 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's IDEX position peaked at $6K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2025, filed 17 Jul 2025.