NewSquare Capital’s IDEX IEX Stock Holding History

NewSquare Capital’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	-102	Closed	-$17.9K	–	674
2025 Q2	$17.9K	Buy	102 +84	+467%	+$14.9K	﹤0.01%	502
2025 Q1	$3.26K	Buy	18 +15	+500%	+$2.99K	﹤0.01%	767
2024 Q4	$628	Buy	+3	New	+$657	﹤0.01%	689

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewSquare Capital's IEX Position: Q3 2025 in Review

NewSquare Capital sold out of IDEX (IEX) in Q3 2025, closing a stake of 102 shares — an estimated $17.9K sold.

NewSquare Capital first reported a position in IEX in Q4 2024 and held it in 3 quarters. The position peaked at $17.9K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

NewSquare Capital reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 102 IDEX shares in Q3 2025, an estimated $17.9K.
NewSquare Capital first reported a position in IDEX in Q4 2024 and held it in 3 quarters.
NewSquare Capital's IDEX position peaked at $17.9K in Q2 2025.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.