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MBB Public Markets’s IDEX IEX Stock Holding History

MBB Public Markets’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
-1,389
Closed -$244K – 250
2025
Q2 		$244K Sell
1,389
-323
-19% -$57.3K 0.02% 393
2025
Q1 		$310K Buy
+1,712
New +$341K 0.03% 354
2024
Q4 		– Sell
-1,440
Closed -$309K – 310
2024
Q3 		$309K Sell
1,440
-2,945
-67% -$594K 0.02% 411
2024
Q2 		$882K Buy
+4,385
New +$958K 0.02% 550

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MBB Public Markets's IEX Position: Q3 2025 in Review

MBB Public Markets sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,389 shares — an estimated $244K sold.

MBB Public Markets first reported a position in IEX in Q2 2024 and held it in 4 quarters. The position peaked at $882K in Q2 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • MBB Public Markets reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 1,389 IDEX shares in Q3 2025, an estimated $244K.
  • MBB Public Markets first reported a position in IDEX in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's IDEX position peaked at $882K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.