Magnetar Financial’s IDEX IEX Stock Holding History

Magnetar Financial’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	-52,885	Closed	-$9.29M	–	1025
2025 Q2	$9.29M	Buy	52,885 +490	+0.9%	+$86.9K	0.05%	122
2025 Q1	$9.48M	Buy	52,395 +47,154	+900%	+$9.39M	0.12%	112
2024 Q4	$1.1M	Sell	5,241 -18,959	-78%	-$4.15M	0.03%	268
2024 Q3	$5.19M	Buy	24,200 +887	+4%	+$179K	0.11%	148
2024 Q2	$4.69M	Buy	+23,313	New	+$5.09M	0.1%	113
2023 Q4	–	Sell	-2,786	Closed	-$580K	–	453
2023 Q3	$580K	Sell	2,786 -8,540	-75%	-$1.85M	0.01%	309
2023 Q2	$2.44M	Buy	+11,326	New	+$2.38M	0.05%	191
2022 Q2	–	Sell	-19,726	Closed	-$3.78M	–	1744
2022 Q1	$3.78M	Buy	+19,726	New	+$4M	0.04%	487
2020 Q3	–	Sell	-3,441	Closed	-$544K	–	688
2020 Q2	$544K	Buy	+3,441	New	+$526K	0.02%	262
2018 Q2	–	Sell	-5,594	Closed	-$797K	–	603
2018 Q1	$797K	Sell	5,594 -2,690	-32%	-$376K	0.01%	248
2017 Q4	$1.09M	Buy	8,284 +4,515	+120%	+$581K	0.02%	209
2017 Q3	$458K	Sell	3,769 -5,399	-59%	-$630K	0.01%	448
2017 Q2	$1.04M	Buy	+9,168	New	+$964K	0.02%	354

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