IMA Advisory Services’s IDEX IEX Stock Holding History

IMA Advisory Services’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
2023 Q4	–	Sell	-88	Closed	-$18.3K	–	162
2023 Q3	$18.3K	Hold	88	–	–	﹤0.01%	220
2023 Q2	$18.9K	Hold	88	–	–	﹤0.01%	223
2023 Q1	$20.3K	Hold	88	–	–	0.01%	211
2022 Q4	$20.1K	Hold	88	–	–	0.01%	222
2022 Q3	$18K	Hold	88	–	–	﹤0.01%	226
2022 Q2	$16K	Hold	88	–	–	﹤0.01%	237
2022 Q1	$17K	Hold	88	–	–	﹤0.01%	218
2021 Q4	$21K	Hold	88	–	–	﹤0.01%	213
2021 Q3	$18K	Hold	88	–	–	﹤0.01%	209
2021 Q2	$19K	Hold	88	–	–	﹤0.01%	203
2021 Q1	$18K	Hold	88	–	–	﹤0.01%	209
2020 Q4	$18K	Hold	88	–	–	0.01%	187
2020 Q3	$16K	Hold	88	–	–	0.01%	184
2020 Q2	$14K	Hold	88	–	–	0.01%	190
2020 Q1	$12K	Hold	88	–	–	0.01%	198
2019 Q4	$15K	Hold	88	–	–	0.01%	197
2019 Q3	$14K	Hold	88	–	–	0.01%	199
2019 Q2	$15K	Hold	88	–	–	0.01%	187
2019 Q1	$13K	Hold	88	–	–	0.01%	201
2018 Q4	$11K	Hold	88	–	–	0.01%	215
2018 Q3	$13K	Hold	88	–	–	0.01%	210
2018 Q2	$12K	Buy	+88	New	+$12.3K	0.01%	253

Other funds holding IEX

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

IMA Advisory Services's IEX Position: Q4 2023 in Review

IMA Advisory Services sold out of IDEX (IEX) in Q4 2023, closing a stake of 88 shares — an estimated $18.3K sold.

IMA Advisory Services first reported a position in IEX in Q2 2018 and held it in 22 quarters. The position peaked at $21K in Q4 2021. 620 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

IMA Advisory Services reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 88 IDEX shares in Q4 2023, an estimated $18.3K.
IMA Advisory Services first reported a position in IDEX in Q2 2018 and held it in 22 quarters.
IMA Advisory Services's IDEX position peaked at $21K in Q4 2021.
620 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.