Longfellow Investment Management’s IDEX IEX Stock Holding History

Longfellow Investment 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	–	Sell	-6	Closed	-$1.05K	–	282
2025 Q2	$1.05K	Hold	6	–	–	﹤0.01%	247
2025 Q1	$1.09K	Hold	6	–	–	﹤0.01%	248
2024 Q4	$1.26K	Hold	6	–	–	﹤0.01%	248
2024 Q3	$1.29K	Hold	6	–	–	﹤0.01%	234
2024 Q2	$1.21K	Hold	6	–	–	﹤0.01%	229
2024 Q1	$1.46K	Hold	6	–	–	﹤0.01%	237
2023 Q4	$1.3K	Hold	6	–	–	﹤0.01%	217
2023 Q3	$1.25K	Hold	6	–	–	﹤0.01%	208
2023 Q2	$1.29K	Hold	6	–	–	﹤0.01%	239
2023 Q1	$1.39K	Hold	6	–	–	﹤0.01%	233
2022 Q4	$1.37K	Buy	6 +3	+100%	+$670	﹤0.01%	237
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	311
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	339
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	371
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	373
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	399
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	416
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	473
2020 Q4	$1K	Buy	+3	New	+$570	﹤0.01%	490

Other funds holding IEX

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return