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Laird Norton Wetherby Wealth Management’s IDEX IEX Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$660K Sell
4,058
-68
-2% -$11.5K 0.03% 483
2025
Q2 		$724K Buy
+4,126
New +$731K 0.03% 453
2024
Q4 		$445K Buy
2,127
+66
+3% +$14.4K 0.02% 571
2024
Q3 		$442K Sell
2,061
-237
-10% -$47.8K 0.02% 606
2024
Q2 		$462K Sell
2,298
-546
-19% -$119K 0.02% 561
2024
Q1 		$694K Sell
2,844
-36
-1% -$8.13K 0.03% 460
2023
Q4 		$625K Buy
2,880
+509
+21% +$103K 0.03% 468
2023
Q3 		$493K Sell
2,371
-356
-13% -$77.2K 0.03% 526
2023
Q2 		$587K Buy
2,727
+435
+19% +$91.4K 0.03% 478
2023
Q1 		$530K Sell
2,292
-289
-11% -$65.6K 0.03% 513
2022
Q4 		$589K Buy
2,581
+148
+6% +$33.1K 0.04% 471
2022
Q3 		$486K Buy
2,433
+87
+4% +$17.6K 0.03% 505
2022
Q2 		$426K Sell
2,346
-69
-3% -$13K 0.03% 553
2022
Q1 		$463K Buy
2,415
+47
+2% +$9.53K 0.03% 550
2021
Q4 		$560K Sell
2,368
-45
-2% -$10.2K 0.03% 479
2021
Q3 		$499K Sell
2,413
-2
-0.1% -$444 0.03% 512
2021
Q2 		$531K Buy
2,415
+854
+55% +$189K 0.03% 488
2021
Q1 		$327K Sell
1,561
-1,068
-41% -$212K 0.02% 575
2020
Q4 		$524K Buy
2,629
+1,047
+66% +$199K 0.04% 446
2020
Q3 		$289K Buy
1,582
+83
+6% +$14.4K 0.03% 534
2020
Q2 		$237K Buy
+1,499
New +$229K 0.02% 593

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

Laird Norton Wetherby Wealth Management's IEX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its IDEX (IEX) stake by 1.6% in Q3 2025, selling an estimated $11.5K and leaving 4,058 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #483.

Laird Norton Wetherby Wealth Management first reported a position in IEX in Q2 2020 and has held it in 21 quarters since. The position peaked at $724K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,058 shares of IDEX worth $660K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 68 IDEX shares in Q3 2025, an estimated $11.5K.
  • IDEX made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #483 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in IDEX in Q2 2020 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's IDEX position peaked at $724K in Q2 2025.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.