MASECO Private Wealth’s IDEX IEX Stock Holding History

MASECO Private Wealth’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 Q4	–	Sell	-6	Closed	-$990	–	552
2025 Q3	$990	Hold	6	–	–	﹤0.01%	246
2025 Q2	$1.06K	Buy	+6	New	+$1.06K	﹤0.01%	483

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

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

MASECO Private Wealth's IEX Position: Q4 2025 in Review

MASECO Private Wealth sold out of IDEX (IEX) in Q4 2025, closing a stake of 6 shares — an estimated $990 sold.

MASECO Private Wealth first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.06K in Q2 2025. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

MASECO Private Wealth reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
MASECO Private Wealth sold 6 IDEX shares in Q4 2025, an estimated $990.
MASECO Private Wealth first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
MASECO Private Wealth's IDEX position peaked at $1.06K in Q2 2025.
627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.