ORG Partners’s IDEX IEX Stock Holding History

ORG Partners’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	$3.73K	Buy	+21	New	+$3.59K	﹤0.01%	1298
2025 Q3	–	Sell	-1	Closed	-$180	–	1634
2025 Q2	$180	Buy	+1	New	+$177	﹤0.01%	1471

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

ORG Partners's IEX Position: Q4 2025 in Review

ORG Partners opened a new position in IDEX (IEX) in Q4 2025: 21 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: ORG Partners previously reported a position in IEX as recently as Q2 2025.

ORG Partners first reported a position in IEX in Q2 2025 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

ORG Partners held 21 shares of IDEX worth $3.73K as of Q4 2025.
IDEX was a new ORG Partners position in Q4 2025.
IDEX made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1298 holding.
ORG Partners first reported a position in IDEX in Q2 2025 and has held it in 2 quarters since.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.