Morningstar Investment Management’s IDEX IEX Stock Holding History

Morningstar Investment Management’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.84M	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Buy
2024 Q2	–	Sell
2024 Q1	$225K	Hold
2023 Q4	$201K	Buy