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Park Avenue Securities’s IDEX IEX Stock Holding History

Park Avenue Securities’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
-2,388
Closed -$419K – 1662
2025
Q2 		$419K Buy
2,388
+518
+28% +$91.8K ﹤0.01% 1138
2025
Q1 		$338K Sell
1,870
-460
-20% -$91.6K ﹤0.01% 971
2024
Q4 		$488K Buy
2,330
+495
+27% +$108K 0.01% 1082
2024
Q3 		$394K Sell
1,835
-228
-11% -$46K ﹤0.01% 1069
2024
Q2 		$415K Sell
2,063
-230
-10% -$50.2K 0.01% 1048
2024
Q1 		$559K Buy
2,293
+278
+14% +$62.8K 0.01% 913
2023
Q4 		$437K Sell
2,015
-1,494
-43% -$301K 0.01% 970
2023
Q3 		$730K Buy
+3,509
New +$761K 0.01% 689
2023
Q1 		– Sell
-2,319
Closed -$530K – 914
2022
Q4 		$530K Buy
2,319
+475
+26% +$106K 0.01% 755
2022
Q3 		$369K Buy
1,844
+150
+9% +$30.3K 0.01% 834
2022
Q2 		$308K Buy
1,694
+83
+5% +$15.6K 0.01% 907
2022
Q1 		$309K Buy
1,611
+230
+17% +$46.7K 0.01% 938
2021
Q4 		$326K Buy
1,381
+237
+21% +$53.8K 0.01% 889
2021
Q3 		$237K Sell
1,144
-152
-12% -$33.7K ﹤0.01% 941
2021
Q2 		$285K Buy
1,296
+187
+17% +$41.3K 0.01% 859
2021
Q1 		$232K Buy
+1,109
New +$220K 0.01% 877

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Park Avenue Securities's IEX Position: Q3 2025 in Review

Park Avenue Securities sold out of IDEX (IEX) in Q3 2025, closing a stake of 2,388 shares — an estimated $419K sold.

Park Avenue Securities first reported a position in IEX in Q1 2021 and held it in 16 quarters. The position peaked at $730K in Q3 2023. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Park Avenue Securities reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Park Avenue Securities sold 2,388 IDEX shares in Q3 2025, an estimated $419K.
  • Park Avenue Securities first reported a position in IDEX in Q1 2021 and held it in 16 quarters.
  • Park Avenue Securities's IDEX position peaked at $730K in Q3 2023.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Park Avenue Securities's 13F filing for Q3 2025, filed 23 Oct 2025.