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Marshall & Sterling Wealth Advisors’s IDEX IEX Stock Holding History

Marshall & Sterling Wealth Advisors’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
-4
Closed -$724 – 657
2025
Q1 		$724 Buy
+4
New +$796 ﹤0.01% 604

Other funds holding IEX

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IEX Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of IDEX (IEX) in Q2 2025, closing a stake of 4 shares — an estimated $724 sold.

Marshall & Sterling Wealth Advisors first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $724 in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 IDEX shares in Q2 2025, an estimated $724.
  • Marshall & Sterling Wealth Advisors first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's IDEX position peaked at $724 in Q1 2025.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.