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One Wealth Advisors’s IDEX IEX Stock Holding History

One Wealth Advisors’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
2023
Q1 		– Sell
-267
Closed -$61K – 387
2022
Q4 		$61K Buy
+267
New +$59.7K 0.01% 372
2019
Q2 		– Sell
-62
Closed -$9K – 286
2019
Q1 		$9K Buy
+62
New +$8.77K 0.01% 324
2018
Q4 		– Sell
-202
Closed -$30K – 276
2018
Q3 		$30K Hold
202
– – 0.02% 291
2018
Q2 		$28K Sell
202
-3
-1% -$419 0.02% 290
2018
Q1 		$29K Sell
205
-15
-7% -$2.09K 0.03% 280
2017
Q4 		$29K Buy
+220
New +$28.3K 0.02% 305

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return