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Lindbrook Capital’s IDEX IEX Stock Holding History

Lindbrook Capital’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
Q1 		$43.1K Buy
238
+22
+10% +$4.38K ﹤0.01% 1067
2024
Q4 		$45.2K Buy
216
+9
+4% +$1.97K ﹤0.01% 854
2024
Q3 		$44.4K Sell
207
-5
-2% -$1.01K ﹤0.01% 877
2024
Q2 		$42.7K Sell
212
-15
-7% -$3.28K ﹤0.01% 862
2024
Q1 		$55.4K Sell
227
-8
-3% -$1.81K 0.01% 754
2023
Q4 		$51K Buy
235
+46
+24% +$9.28K 0.01% 746
2023
Q3 		$39.3K Sell
189
-9
-5% -$1.95K ﹤0.01% 768
2023
Q2 		$42.6K Buy
198
+11
+6% +$2.31K ﹤0.01% 773
2023
Q1 		$43.2K Sell
187
-5
-3% -$1.14K 0.01% 750
2022
Q4 		$43.8K Buy
192
+10
+5% +$2.23K 0.01% 741
2022
Q3 		$36K Buy
182
+10
+6% +$2.02K 0.01% 760
2022
Q2 		$31K Buy
172
+8
+5% +$1.51K 0.01% 815
2022
Q1 		$31K Sell
164
-41
-20% -$8.32K ﹤0.01% 851
2021
Q4 		$48K Sell
205
-4
-2% -$909 0.01% 734
2021
Q3 		$43K Buy
209
+5
+2% +$1.11K 0.01% 481
2021
Q2 		$45K Buy
204
+5
+3% +$1.1K 0.01% 510
2021
Q1 		$42K Hold
199
– – 0.01% 501
2020
Q4 		$40K Hold
199
– – 0.01% 472
2020
Q3 		$36K Hold
199
– – 0.01% 440
2020
Q2 		$31K Buy
199
+12
+6% +$1.83K 0.01% 479
2020
Q1 		$26K Sell
187
-67
-26% -$10.5K 0.01% 469
2019
Q4 		$44K Sell
254
-12
-5% -$1.94K 0.02% 482
2019
Q3 		$44K Buy
266
+12
+5% +$1.99K 0.02% 466
2019
Q2 		$43K Hold
254
– – 0.02% 463
2019
Q1 		$38K Hold
254
– – 0.02% 497
2018
Q4 		$32K Buy
+254
New +$34K 0.02% 472

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's IEX Position: Q1 2025 in Review

Lindbrook Capital increased its IDEX (IEX) stake by 10% in Q1 2025, buying an estimated $4.38K and bringing the position to 238 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Lindbrook Capital first reported a position in IEX in Q4 2018 and has held it in 26 quarters since. The position peaked at $55.4K in Q1 2024. 639 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Lindbrook Capital held 238 shares of IDEX worth $43.1K as of Q1 2025.
  • Lindbrook Capital bought 22 IDEX shares in Q1 2025, an estimated $4.38K.
  • IDEX made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1067 holding.
  • Lindbrook Capital first reported a position in IDEX in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's IDEX position peaked at $55.4K in Q1 2024.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.