IAA
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Independent Advisor Alliance’s IDEX IEX Stock Holding History

Independent Advisor Alliance’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
-13,357
Closed -$2.35M – 962
2025
Q2 		$2.35M Buy
13,357
+102
+0.8% +$18.1K 0.07% 248
2025
Q1 		$2.4M Sell
13,255
-91
-0.7% -$18.1K 0.08% 223
2024
Q4 		$2.79M Sell
13,346
-3,430
-20% -$751K 0.04% 423
2024
Q3 		$3.6M Sell
16,776
-2,400
-13% -$484K 0.13% 136
2024
Q2 		$3.86M Sell
19,176
-8,972
-32% -$1.96M 0.13% 133
2024
Q1 		$6.87M Sell
28,148
-49
-0.2% -$11.1K 0.25% 76
2023
Q4 		$6.12M Hold
28,197
– – 0.22% 84
2023
Q3 		$5.87M Buy
28,197
+49
+0.2% +$10.6K 0.27% 69
2023
Q2 		$6.06M Hold
28,148
– – 0.27% 70
2023
Q1 		$6.5M Hold
28,148
– – 0.31% 68
2022
Q4 		$6.43K Hold
28,148
– – ﹤0.01% 181
2022
Q3 		$5.63M Hold
28,148
– – 0.33% 72
2022
Q2 		$5.11M Hold
28,148
– – 0.29% 82
2022
Q1 		$5.4M Hold
28,148
– – 0.26% 79
2021
Q4 		$6.65M Sell
28,148
-9
-0% -$2.04K 0.33% 74
2021
Q3 		$5.83M Hold
28,157
– – 0.32% 76
2021
Q2 		$6.2M Sell
28,157
-7,539
-21% -$1.67M 0.34% 78
2021
Q1 		$7.47M Buy
35,696
+5,935
+20% +$1.18M 0.44% 64
2020
Q4 		$5.93M Hold
29,761
– – 0.4% 67
2020
Q3 		$5.43M Buy
+29,761
New +$5.15M 0.41% 69

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return