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LGT Financial Advisors’s IDEX IEX Stock Holding History

LGT Financial Advisors’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
Closed -$176 – 508
2025
Q2 		$176 Buy
+1
New +$177 ﹤0.01% 532
2025
Q1 		– Sell
-793
Closed -$166K – 508
2024
Q4 		$166K Buy
793
+735
+1,267% +$161K 0.37% 49
2024
Q3 		$12.4K Hold
58
– – 0.03% 373
2024
Q2 		$11.7K Hold
58
– – 0.02% 433
2024
Q1 		$14.2K Hold
58
– – 0.02% 434
2023
Q4 		$12.6K Sell
58
-2
-3% -$403 0.02% 441
2023
Q3 		$12.5K Buy
+60
New +$13K 0.02% 440

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's IEX Position: Q3 2025 in Review

LGT Financial Advisors sold out of IDEX (IEX) in Q3 2025, closing a stake of 1 share — an estimated $176 sold.

LGT Financial Advisors first reported a position in IEX in Q3 2023 and held it in 7 quarters. The position peaked at $166K in Q4 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • LGT Financial Advisors reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 IDEX share in Q3 2025, an estimated $176.
  • LGT Financial Advisors first reported a position in IDEX in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's IDEX position peaked at $166K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.