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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Advisor Alliance's IEX Position: Q3 2025 in Review

Independent Advisor Alliance sold out of IDEX (IEX) in Q3 2025, closing a stake of 13,357 shares — an estimated $2.35M sold.

Independent Advisor Alliance first reported a position in IEX in Q3 2020 and held it in 20 quarters. The position peaked at $7.47M in Q1 2021. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Independent Advisor Alliance reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,357 IDEX shares in Q3 2025, an estimated $2.35M.
  • Independent Advisor Alliance first reported a position in IDEX in Q3 2020 and held it in 20 quarters.
  • Independent Advisor Alliance's IDEX position peaked at $7.47M in Q1 2021.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.