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OneDigital Investment Advisors’s IDEX IEX Stock Holding History

OneDigital Investment 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
2025
Q3 		– Sell
-2,007
Closed -$352K – 1515
2025
Q2 		$352K Buy
2,007
+133
+7% +$23.6K ﹤0.01% 1072
2025
Q1 		$339K Buy
1,874
+254
+16% +$50.6K ﹤0.01% 1034
2024
Q4 		$339K Sell
1,620
-64
-4% -$14K ﹤0.01% 1067
2024
Q3 		$361K Buy
1,684
+142
+9% +$28.6K ﹤0.01% 1069
2024
Q2 		$310K Buy
+1,542
New +$337K ﹤0.01% 1096

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

OneDigital Investment Advisors's IEX Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of IDEX (IEX) in Q3 2025, closing a stake of 2,007 shares — an estimated $352K sold.

OneDigital Investment Advisors first reported a position in IEX in Q2 2024 and held it in 5 quarters. The position peaked at $361K in Q3 2024. 632 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,007 IDEX shares in Q3 2025, an estimated $352K.
  • OneDigital Investment Advisors first reported a position in IDEX in Q2 2024 and held it in 5 quarters.
  • OneDigital Investment Advisors's IDEX position peaked at $361K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.