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Madden Securities’s IDEX IEX Stock Holding History

Madden Securities’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
2023
Q1 		– Sell
-400
Closed -$91.3K – 203
2022
Q4 		$91.3K Buy
+400
New +$89.4K 0.05% 144
2021
Q3 		– Sell
-2,675
Closed -$589K – 126
2021
Q2 		$589K Hold
2,675
– – 0.31% 82
2021
Q1 		$560K Buy
2,675
+700
+35% +$139K 0.33% 81
2020
Q4 		$393K Buy
1,975
+150
+8% +$28.5K 0.25% 93
2020
Q3 		$333K Buy
+1,825
New +$316K 0.25% 89

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Madden Securities's IEX Position: Q1 2023 in Review

Madden Securities sold out of IDEX (IEX) in Q1 2023, closing a stake of 400 shares — an estimated $91.3K sold.

Madden Securities first reported a position in IEX in Q3 2020 and held it in 5 quarters. The position peaked at $589K in Q2 2021. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Madden Securities reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 400 IDEX shares in Q1 2023, an estimated $91.3K.
  • Madden Securities first reported a position in IDEX in Q3 2020 and held it in 5 quarters.
  • Madden Securities's IDEX position peaked at $589K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.