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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Longfellow Investment Management's IEX Position: Q3 2025 in Review

Longfellow Investment Management sold out of IDEX (IEX) in Q3 2025, closing a stake of 6 shares — an estimated $1.05K sold.

Longfellow Investment Management first reported a position in IEX in Q4 2020 and held it in 19 quarters. The position peaked at $1.46K in Q1 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Longfellow Investment Management reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Longfellow Investment Management sold 6 IDEX shares in Q3 2025, an estimated $1.05K.
Longfellow Investment Management first reported a position in IDEX in Q4 2020 and held it in 19 quarters.
Longfellow Investment Management's IDEX position peaked at $1.46K in Q1 2024.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Longfellow Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.