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Orion Portfolio Solutions’s IDEX IEX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.92M Buy
10,591
+72
+0.7% +$14.3K 0.02% 734
2024
Q4 		$2.2M Sell
10,519
-649
-6% -$142K 0.02% 645
2024
Q3 		$2.4M Sell
11,168
-589
-5% -$119K 0.02% 601
2024
Q2 		$2.37M Sell
11,757
-871
-7% -$190K 0.03% 573
2024
Q1 		$3.08M Buy
12,628
+3,008
+31% +$679K 0.03% 461
2023
Q4 		$2.03M Sell
9,620
-3,630
-27% -$732K 0.02% 624
2023
Q3 		$2.76M Buy
13,250
+2,684
+25% +$582K 0.03% 476
2023
Q2 		$2.27M Buy
10,566
+5,556
+111% +$1.17M 0.02% 597
2023
Q1 		$1.16M Buy
+5,010
New +$1.14M 0.01% 811
2020
Q3 		– Sell
-133
Closed -$21K – 1184
2020
Q2 		$21K Sell
133
-2
-1% -$306 ﹤0.01% 935
2020
Q1 		$19K Sell
135
-65
-33% -$10.2K ﹤0.01% 851
2019
Q4 		$34K Buy
+200
New +$32.4K ﹤0.01% 630

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's IEX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its IDEX (IEX) stake by 0.68% in Q1 2025, buying an estimated $14.3K and bringing the position to 10,591 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #734.

Orion Portfolio Solutions first reported a position in IEX in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.08M in Q1 2024. 639 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Orion Portfolio Solutions held 10,591 shares of IDEX worth $1.92M as of Q1 2025.
  • Orion Portfolio Solutions bought 72 IDEX shares in Q1 2025, an estimated $14.3K.
  • IDEX made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #734 holding.
  • Orion Portfolio Solutions first reported a position in IDEX in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's IDEX position peaked at $3.08M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.