Janney Montgomery Scott
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Janney Montgomery Scott’s IDEX IEX Stock Holding History

Janney Montgomery Scott’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
-1,194
Closed -$210K – 2915
2025
Q2 		$210K Sell
1,194
-24
-2% -$4.25K ﹤0.01% 2545
2025
Q1 		$221K Sell
1,218
-454
-27% -$90.4K ﹤0.01% 2482
2024
Q4 		$350K Sell
1,672
-766
-31% -$168K ﹤0.01% 2213
2024
Q3 		$523K Sell
2,438
-176
-7% -$35.5K ﹤0.01% 1938
2024
Q2 		$526K Sell
2,614
-53,711
-95% -$11.7M ﹤0.01% 1843
2024
Q1 		$13.7M Buy
56,325
+4,298
+8% +$971K 0.04% 430
2023
Q4 		$11.3M Buy
52,027
+7,798
+18% +$1.57M 0.04% 468
2023
Q3 		$9.2M Buy
44,229
+1,740
+4% +$377K 0.03% 472
2023
Q2 		$9.15M Buy
42,489
+2,012
+5% +$423K 0.03% 497
2023
Q1 		$9.35M Buy
40,477
+1,366
+3% +$310K 0.04% 443
2022
Q4 		$8.93M Sell
39,111
-3,706
-9% -$828K 0.03% 475
2022
Q3 		$8.56M Sell
42,817
-612
-1% -$124K 0.04% 441
2022
Q2 		$7.88M Buy
43,429
+5,870
+16% +$1.11M 0.04% 439
2022
Q1 		$7.2M Buy
37,559
+952
+3% +$193K 0.03% 478
2021
Q4 		$8.65M Buy
36,607
+2,531
+7% +$575K 0.03% 445
2021
Q3 		$7.05M Buy
34,076
+1,926
+6% +$428K 0.03% 491
2021
Q2 		$7.08M Buy
32,150
+2,810
+10% +$621K 0.03% 474
2021
Q1 		$6.14M Buy
+29,340
New +$5.82M 0.03% 487
2020
Q4 		– Sell
-1,714
Closed -$313K – 2246
2020
Q3 		$313K Sell
1,714
-30,274
-95% -$5.24M ﹤0.01% 1676
2020
Q2 		$5.05M Buy
31,988
+6,659
+26% +$1.02M 0.03% 450
2020
Q1 		$3.5M Buy
25,329
+7,436
+42% +$1.17M 0.03% 498
2019
Q4 		$3.08M Buy
17,893
+2,575
+17% +$417K 0.02% 629
2019
Q3 		$2.51M Buy
15,318
+4,244
+38% +$704K 0.02% 667
2019
Q2 		$1.91M Buy
11,074
+2,584
+30% +$406K 0.01% 756
2019
Q1 		$1.29M Buy
8,490
+4,941
+139% +$699K 0.01% 887
2018
Q4 		$448K Buy
3,549
+689
+24% +$92.2K ﹤0.01% 1361
2018
Q3 		$431K Buy
+2,860
New +$426K ﹤0.01% 1515

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 $3.37T AUM 44.26% 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

Janney Montgomery Scott's IEX Position: Q3 2025 in Review

Janney Montgomery Scott sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,194 shares — an estimated $210K sold.

Janney Montgomery Scott first reported a position in IEX in Q3 2018 and held it in 27 quarters. The position peaked at $13.7M in Q1 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Janney Montgomery Scott reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 1,194 IDEX shares in Q3 2025, an estimated $210K.
  • Janney Montgomery Scott first reported a position in IDEX in Q3 2018 and held it in 27 quarters.
  • Janney Montgomery Scott's IDEX position peaked at $13.7M in Q1 2024.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.