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Marshall Financial Group (Maryland)’s IDEX IEX Stock Holding History

Marshall Financial Group (Maryland)’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
2024
Q2 		– Sell
-4,359
Closed -$1.06M – 179
2024
Q1 		$1.06M Buy
4,359
+369
+9% +$83.3K 0.31% 90
2023
Q4 		$866K Buy
3,990
+154
+4% +$31.1K 0.28% 101
2023
Q3 		$798K Sell
3,836
-36
-0.9% -$7.81K 0.29% 88
2023
Q2 		$833K Buy
3,872
+40
+1% +$8.41K 0.28% 89
2023
Q1 		$885K Sell
3,832
-1,070
-22% -$243K 0.32% 78
2022
Q4 		$1.12M Buy
4,902
+133
+3% +$29.7K 0.43% 72
2022
Q3 		$953K Sell
4,769
-26
-0.5% -$5.26K 0.4% 70
2022
Q2 		$871K Buy
4,795
+466
+11% +$87.8K 0.35% 89
2022
Q1 		$830K Buy
4,329
+13
+0.3% +$2.64K 0.34% 103
2021
Q4 		$1.02M Buy
4,316
+792
+22% +$180K 0.38% 95
2021
Q3 		$729K Buy
3,524
+331
+10% +$73.5K 0.38% 96
2021
Q2 		$703K Buy
+3,193
New +$706K 0.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IEX Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of IDEX (IEX) in Q2 2024, closing a stake of 4,359 shares — an estimated $1.06M sold.

Marshall Financial Group (Maryland) first reported a position in IEX in Q2 2021 and held it in 12 quarters. The position peaked at $1.12M in Q4 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Marshall Financial Group (Maryland) reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,359 IDEX shares in Q2 2024, an estimated $1.06M.
  • Marshall Financial Group (Maryland) first reported a position in IDEX in Q2 2021 and held it in 12 quarters.
  • Marshall Financial Group (Maryland)'s IDEX position peaked at $1.12M in Q4 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.