Inspire Investing’s IDEX IEX Stock Holding History

Inspire Investing’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
2020 Q2	–	Sell	-79	Closed	-$11K	–	603
2020 Q1	$11K	Buy	+79	New	+$12.4K	﹤0.01%	689
2018 Q1	–	Sell	-512	Closed	-$68K	–	431
2017 Q4	$68K	Buy	+512	New	+$65.9K	0.06%	227

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Inspire Investing's IEX Position: Q2 2020 in Review

Inspire Investing sold out of IDEX (IEX) in Q2 2020, closing a stake of 79 shares — an estimated $11K sold.

Inspire Investing first reported a position in IEX in Q4 2017 and held it in 2 quarters. The position peaked at $68K in Q4 2017. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

Inspire Investing reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
Inspire Investing sold 79 IDEX shares in Q2 2020, an estimated $11K.
Inspire Investing first reported a position in IDEX in Q4 2017 and held it in 2 quarters.
Inspire Investing's IDEX position peaked at $68K in Q4 2017.
498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.