IGAM
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iA Global Asset Management’s IDEX IEX Stock Holding History

iA Global Asset 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
2024
Q4 		– Sell
-1,556
Closed -$334K – 472
2024
Q3 		$334K Sell
1,556
-4,999
-76% -$1.01M 0.01% 426
2024
Q2 		$1.32M Buy
+6,555
New +$1.43M 0.03% 280

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

iA Global Asset Management's IEX Position: Q4 2024 in Review

iA Global Asset Management sold out of IDEX (IEX) in Q4 2024, closing a stake of 1,556 shares — an estimated $334K sold.

iA Global Asset Management first reported a position in IEX in Q2 2024 and held it in 2 quarters. The position peaked at $1.32M in Q2 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • iA Global Asset Management reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • iA Global Asset Management sold 1,556 IDEX shares in Q4 2024, an estimated $334K.
  • iA Global Asset Management first reported a position in IDEX in Q2 2024 and held it in 2 quarters.
  • iA Global Asset Management's IDEX position peaked at $1.32M in Q2 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on iA Global Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.