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Kiely Wealth Advisory Group’s IDEX IEX Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$10.4K Hold
53
– – 0.01% 195
2024
Q3 		$12.1K Hold
53
– – 0.01% 192
2024
Q2 		$10.3K Hold
53
– – 0.01% 185
2024
Q1 		$11.6K Hold
53
– – 0.01% 160
2023
Q4 		$11.1K Buy
+53
New +$10.7K 0.01% 163

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
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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Kiely Wealth Advisory Group's IEX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its IDEX (IEX) position steady in Q4 2024 at 53 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #195.

Kiely Wealth Advisory Group first reported a position in IEX in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.1K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Kiely Wealth Advisory Group held 53 shares of IDEX worth $10.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its IDEX share count unchanged in Q4 2024.
  • IDEX made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #195 holding.
  • Kiely Wealth Advisory Group first reported a position in IDEX in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's IDEX position peaked at $12.1K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.