Marble Harbor Investment Counsel’s IDEX IEX Stock Holding History

Marble Harbor Investment Counsel’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 Q2	–	Sell	-1,275	Closed	-$231K	–	206
2025 Q1	$231K	Hold	1,275	–	–	0.03%	195
2024 Q4	$267K	Hold	1,275	–	–	0.03%	188
2024 Q3	$274K	Sell	1,275 -25	-2%	-$5.04K	0.03%	190
2024 Q2	$262K	Hold	1,300	–	–	0.03%	185
2024 Q1	$317K	Hold	1,300	–	–	0.04%	167
2023 Q4	$282K	Sell	1,300 -11	-0.8%	-$2.22K	0.03%	167
2023 Q3	$273K	Hold	1,311	–	–	0.04%	165
2023 Q2	$282K	Hold	1,311	–	–	0.04%	165
2023 Q1	$303K	Hold	1,311	–	–	0.04%	160
2022 Q4	$299K	Hold	1,311	–	–	0.04%	156
2022 Q3	$262K	Hold	1,311	–	–	0.04%	153
2022 Q2	$238K	Hold	1,311	–	–	0.04%	165
2022 Q1	$251K	Hold	1,311	–	–	0.03%	175
2021 Q4	$310K	Hold	1,311	–	–	0.04%	161
2021 Q3	$271K	Hold	1,311	–	–	0.04%	164
2021 Q2	$289K	Hold	1,311	–	–	0.04%	165
2021 Q1	$275K	Hold	1,311	–	–	0.04%	162
2020 Q4	$261K	Hold	1,311	–	–	0.04%	156
2020 Q3	$239K	Hold	1,311	–	–	0.04%	150
2020 Q2	$207K	Buy	+1,311	New	+$200K	0.04%	156

Other funds holding IEX

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

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

BlackRock New York $5.72T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Marble Harbor Investment Counsel's IEX Position: Q2 2025 in Review

Marble Harbor Investment Counsel sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,275 shares — an estimated $231K sold.

Marble Harbor Investment Counsel first reported a position in IEX in Q2 2020 and held it in 20 quarters. The position peaked at $317K in Q1 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

Marble Harbor Investment Counsel reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
Marble Harbor Investment Counsel sold 1,275 IDEX shares in Q2 2025, an estimated $231K.
Marble Harbor Investment Counsel first reported a position in IDEX in Q2 2020 and held it in 20 quarters.
Marble Harbor Investment Counsel's IDEX position peaked at $317K in Q1 2024.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2025, filed 8 Aug 2025.