HighPoint Advisor Group’s IDEX IEX Stock Holding History

HighPoint Advisor Group’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 Q3	–	Sell	-1,414	Closed	-$248K	–	703
2025 Q2	$248K	Sell	1,414 -2	-0.1%	-$355	0.01%	581
2025 Q1	$244K	Sell	1,416 -114	-7%	-$22.7K	0.01%	553
2024 Q4	$298K	Buy	1,530 +27	+2%	+$5.91K	0.02%	513
2024 Q3	$325K	Buy	1,503 +16	+1%	+$3.23K	0.02%	462
2024 Q2	$309K	Sell	1,487 -17	-1%	-$3.71K	0.02%	462
2024 Q1	$339K	Buy	1,504 +14	+0.9%	+$3.16K	0.02%	431
2023 Q4	$360K	Buy	+1,490	New	+$301K	0.03%	426

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

HighPoint Advisor Group's IEX Position: Q3 2025 in Review

HighPoint Advisor Group sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,414 shares — an estimated $248K sold.

HighPoint Advisor Group first reported a position in IEX in Q4 2023 and held it in 7 quarters. The position peaked at $360K in Q4 2023. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

HighPoint Advisor Group reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
HighPoint Advisor Group sold 1,414 IDEX shares in Q3 2025, an estimated $248K.
HighPoint Advisor Group first reported a position in IDEX in Q4 2023 and held it in 7 quarters.
HighPoint Advisor Group's IDEX position peaked at $360K in Q4 2023.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on HighPoint Advisor Group's 13F filing for Q3 2025, filed 5 Nov 2025.