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NBC Securities’s IDEX IEX Stock Holding History

NBC Securities’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
-3
Closed -$488 – 2860
2025
Q3 		$488 Buy
+3
New +$507 ﹤0.01% 2640
2024
Q3 		– Sell
-1,481
Closed -$297K – 2147
2024
Q2 		$297K Sell
1,481
-23
-2% -$5.02K 0.03% 617
2024
Q1 		$367K Sell
1,504
-6
-0.4% -$1.35K 0.03% 533
2023
Q4 		$327K Sell
1,510
-1
-0.1% -$202 0.03% 547
2023
Q3 		$314K Buy
+1,511
New +$328K 0.03% 528

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

NBC Securities's IEX Position: Q4 2025 in Review

NBC Securities sold out of IDEX (IEX) in Q4 2025, closing a stake of 3 shares — an estimated $488 sold.

NBC Securities first reported a position in IEX in Q3 2023 and held it in 5 quarters. The position peaked at $367K in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • NBC Securities reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 3 IDEX shares in Q4 2025, an estimated $488.
  • NBC Securities first reported a position in IDEX in Q3 2023 and held it in 5 quarters.
  • NBC Securities's IDEX position peaked at $367K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.