Johnson Financial Group Inc (Wisconsin)’s IDEX IEX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-11	Closed	-$1.79K	–	1008
2025 Q3	$1.79K	Buy	+11	New	+$1.86K	﹤0.01%	942
2025 Q2	–	Sell	-545	Closed	-$98.6K	–	803
2025 Q1	$98.6K	Buy	+545	New	+$108K	﹤0.01%	489
2024 Q3	–	Sell	-89	Closed	-$17.9K	–	975
2024 Q2	$17.9K	Buy	+89	New	+$19.4K	﹤0.01%	527
2022 Q3	–	Sell	-8	Closed	-$1K	–	706
2022 Q2	$1K	Buy	+8	New	+$1.51K	﹤0.01%	644
2013 Q4	–	Sell	-730	Closed	-$48K	–	707
2013 Q3	$48K	Hold	730	–	–	0.01%	407
2013 Q2	$39K	Buy	+730	New	+$38.9K	0.01%	443

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IEX Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of IDEX (IEX) in Q4 2025, closing a stake of 11 shares — an estimated $1.79K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IEX in Q2 2013 and held it in 6 quarters. The position peaked at $98.6K in Q1 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 11 IDEX shares in Q4 2025, an estimated $1.79K.
Johnson Financial Group Inc (Wisconsin) first reported a position in IDEX in Q2 2013 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s IDEX position peaked at $98.6K in Q1 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.