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Mowery & Schoenfeld Wealth Management’s IDEX IEX Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-17
Closed -$3.08K – 423
2025
Q1 		$3.08K Buy
+17
New +$3.38K 0.01% 363

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

Mowery & Schoenfeld Wealth Management's IEX Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 17 shares — an estimated $3.08K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $3.08K in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 17 IDEX shares in Q2 2025, an estimated $3.08K.
  • Mowery & Schoenfeld Wealth Management first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's IDEX position peaked at $3.08K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.