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Jacobson & Schmitt Advisors’s IDEX IEX Stock Holding History

Jacobson & Schmitt Advisors’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
Q1 		– Sell
-1,151
Closed -$241K – 57
2024
Q4 		$241K Sell
1,151
-18
-2% -$3.94K 0.05% 70
2024
Q3 		$251K Sell
1,169
-10
-0.8% -$2.02K 0.05% 64
2024
Q2 		$237K Buy
+1,179
New +$258K 0.05% 63
2024
Q1 		– Sell
-1,234
Closed -$268K – 55
2023
Q4 		$268K Sell
1,234
-8
-0.6% -$1.61K 0.07% 59
2023
Q3 		$258K Buy
1,242
+59
+5% +$12.8K 0.07% 53
2023
Q2 		$255K Buy
+1,183
New +$249K 0.07% 53

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobson & Schmitt Advisors's IEX Position: Q1 2025 in Review

Jacobson & Schmitt Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,151 shares — an estimated $241K sold.

Jacobson & Schmitt Advisors first reported a position in IEX in Q2 2023 and held it in 6 quarters. The position peaked at $268K in Q4 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Jacobson & Schmitt Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 1,151 IDEX shares in Q1 2025, an estimated $241K.
  • Jacobson & Schmitt Advisors first reported a position in IDEX in Q2 2023 and held it in 6 quarters.
  • Jacobson & Schmitt Advisors's IDEX position peaked at $268K in Q4 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2025, filed 2 May 2025.