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Heartland Bank & Trust’s IDEX IEX Stock Holding History

Heartland Bank & Trust’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
-1,592
Closed -$333K – 171
2024
Q4 		$333K Sell
1,592
-61
-4% -$13.3K 0.18% 108
2024
Q3 		$355K Sell
1,653
-119
-7% -$24K 0.19% 115
2024
Q2 		$357K Buy
1,772
+16
+0.9% +$3.5K 0.2% 111
2024
Q1 		$428K Sell
1,756
-19
-1% -$4.29K 0.25% 95
2023
Q4 		$385K Sell
1,775
-133
-7% -$26.8K 0.27% 92
2023
Q3 		$397K Buy
1,908
+22
+1% +$4.77K 0.31% 91
2023
Q2 		$406K Sell
1,886
-169
-8% -$35.5K 0.32% 91
2023
Q1 		$475K Buy
2,055
+134
+7% +$30.4K 0.36% 88
2022
Q4 		$439K Buy
+1,921
New +$429K 0.32% 93

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heartland Bank & Trust's IEX Position: Q1 2025 in Review

Heartland Bank & Trust sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,592 shares — an estimated $333K sold.

Heartland Bank & Trust first reported a position in IEX in Q4 2022 and held it in 9 quarters. The position peaked at $475K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Heartland Bank & Trust reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 1,592 IDEX shares in Q1 2025, an estimated $333K.
  • Heartland Bank & Trust first reported a position in IDEX in Q4 2022 and held it in 9 quarters.
  • Heartland Bank & Trust's IDEX position peaked at $475K in Q1 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.