North Capital’s IDEX IEX Stock Holding History

North 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 Q4	–	Sell	-1	Closed	-$163	–	378
2025 Q3	$163	Buy	+1	New	+$169	﹤0.01%	662

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 $3.37T AUM 44.26% 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

North Capital's IEX Position: Q4 2025 in Review

North Capital sold out of IDEX (IEX) in Q4 2025, closing a stake of 1 share — an estimated $163 sold.

North Capital first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $163 in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

North Capital reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 IDEX share in Q4 2025, an estimated $163.
North Capital first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
North Capital's IDEX position peaked at $163 in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.