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Parkworth Wealth Management’s IDEX IEX Stock Holding History

Parkworth Wealth Management’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
Q2 		$702 Buy
4
+2
+100% +$355 ﹤0.01% 523
2025
Q1 		$362 Hold
2
– – ﹤0.01% 523
2024
Q4 		$419 Buy
+2
New +$438 ﹤0.01% 486

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Parkworth Wealth Management's IEX Position: Q2 2025 in Review

Parkworth Wealth Management increased its IDEX (IEX) stake by 100% in Q2 2025, buying an estimated $355 and bringing the position to 4 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Parkworth Wealth Management first reported a position in IEX in Q4 2024 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of IDEX worth $702 as of Q2 2025.
  • Parkworth Wealth Management bought 2 IDEX shares in Q2 2025, an estimated $355.
  • IDEX made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #523 holding.
  • Parkworth Wealth Management first reported a position in IDEX in Q4 2024 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.