Horan Securities’s IDEX IEX Stock Holding History

Horan Securities’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
2022 Q3	–	Sell	-5	Closed	-$1K	–	683
2022 Q2	$1K	Buy	+5	New	+$942	﹤0.01%	623

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Horan Securities's IEX Position: Q3 2022 in Review

Horan Securities sold out of IDEX (IEX) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Horan Securities first reported a position in IEX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

Horan Securities reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
Horan Securities sold 5 IDEX shares in Q3 2022, an estimated $1K.
Horan Securities first reported a position in IDEX in Q2 2022 and held it in 1 quarter.
Horan Securities's IDEX position peaked at $1K in Q2 2022.
556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.