JWM
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Janiczek Wealth Management’s IDEX IEX Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$5.03K Sell
25
-15
-38% -$3.28K ﹤0.01% 737
2024
Q1 		$9.76K Hold
40
– – ﹤0.01% 686
2023
Q4 		$8.69K Buy
40
+2
+5% +$403 ﹤0.01% 692
2023
Q3 		$7.91K Hold
38
– – ﹤0.01% 675
2023
Q2 		$8.18K Hold
38
– – ﹤0.01% 600
2023
Q1 		$8.34K Sell
38
-17
-31% -$3.86K ﹤0.01% 601
2022
Q4 		$13K Buy
55
+21
+62% +$4.69K ﹤0.01% 519
2022
Q3 		$7K Buy
34
+8
+31% +$1.62K ﹤0.01% 605
2022
Q2 		$5K Sell
26
-113
-81% -$21.3K ﹤0.01% 666
2022
Q1 		$27K Sell
139
-140
-50% -$28.4K 0.01% 404
2021
Q4 		$66K Sell
279
-2
-0.7% -$454 0.02% 262
2021
Q3 		$58K Sell
281
-14
-5% -$3.11K 0.02% 261
2021
Q2 		$65K Buy
295
+2
+0.7% +$442 0.02% 209
2021
Q1 		$61K Buy
293
+38
+15% +$7.53K 0.02% 197
2020
Q4 		$51K Buy
255
+219
+608% +$41.6K 0.02% 200
2020
Q3 		$7K Buy
+36
New +$6.23K ﹤0.01% 292

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's IEX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its IDEX (IEX) stake by 38% in Q2 2024, selling an estimated $3.28K and leaving 25 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Janiczek Wealth Management first reported a position in IEX in Q3 2020 and has held it in 16 quarters since. The position peaked at $66K in Q4 2021. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Janiczek Wealth Management held 25 shares of IDEX worth $5.03K as of Q2 2024.
  • Janiczek Wealth Management sold 15 IDEX shares in Q2 2024, an estimated $3.28K.
  • IDEX made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #737 holding.
  • Janiczek Wealth Management first reported a position in IDEX in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's IDEX position peaked at $66K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.