Moisand Fitzgerald Tamayo’s IDEX IEX Stock Holding History

Moisand Fitzgerald Tamayo’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	-14	Closed	-$2.28K	–	547
2025 Q3	$2.28K	Hold	14	–	–	﹤0.01%	498
2025 Q2	$2.46K	Hold	14	–	–	﹤0.01%	490
2025 Q1	$2.53K	Hold	14	–	–	﹤0.01%	484
2024 Q4	$2.93K	Hold	14	–	–	﹤0.01%	477
2024 Q3	$3K	Hold	14	–	–	﹤0.01%	490
2024 Q2	$2.82K	Hold	14	–	–	﹤0.01%	463
2024 Q1	$3.42K	Hold	14	–	–	﹤0.01%	430
2023 Q4	$3.04K	Hold	14	–	–	﹤0.01%	480
2023 Q3	$2.91K	Hold	14	–	–	﹤0.01%	499
2023 Q2	$3.01K	Hold	14	–	–	﹤0.01%	472
2023 Q1	$3.23K	Hold	14	–	–	﹤0.01%	471
2022 Q4	$3.2K	Buy	+14	New	+$3.13K	﹤0.01%	468
2022 Q3	–	Sell	-12	Closed	-$2K	–	777
2022 Q2	$2K	Sell	12 -14	-54%	-$2.64K	﹤0.01%	415
2022 Q1	$5K	Buy	+26	New	+$5.27K	﹤0.01%	261

Other funds holding IEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IEX Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of IDEX (IEX) in Q4 2025, closing a stake of 14 shares — an estimated $2.28K sold.

Moisand Fitzgerald Tamayo first reported a position in IEX in Q1 2022 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 14 IDEX shares in Q4 2025, an estimated $2.28K.
Moisand Fitzgerald Tamayo first reported a position in IDEX in Q1 2022 and held it in 14 quarters.
Moisand Fitzgerald Tamayo's IDEX position peaked at $5K in Q1 2022.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.