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Perritt Capital Management’s IDEX IEX Stock Holding History

Perritt Capital 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 		– Sell
-253
Closed -$45.8K – 345
2025
Q1 		$45.8K Hold
253
– – 0.03% 217
2024
Q4 		$53K Buy
253
+1
+0.4% +$219 0.03% 212
2024
Q3 		$54.1K Hold
252
– – 0.03% 213
2024
Q2 		$50.6K Buy
252
+2
+0.8% +$437 0.03% 223
2024
Q1 		$61.2K Hold
250
– – 0.03% 213
2023
Q4 		$54.3K Hold
250
– – 0.03% 219
2023
Q3 		$52K Hold
250
– – 0.03% 212
2023
Q2 		$53.8K Hold
250
– – 0.03% 221
2023
Q1 		$57.8K Hold
250
– – 0.03% 215
2022
Q4 		$57.1K Buy
+250
New +$55.9K 0.03% 220

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

Perritt Capital Management's IEX Position: Q2 2025 in Review

Perritt Capital Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 253 shares — an estimated $45.8K sold.

Perritt Capital Management first reported a position in IEX in Q4 2022 and held it in 10 quarters. The position peaked at $61.2K in Q1 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Perritt Capital Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Perritt Capital Management sold 253 IDEX shares in Q2 2025, an estimated $45.8K.
  • Perritt Capital Management first reported a position in IDEX in Q4 2022 and held it in 10 quarters.
  • Perritt Capital Management's IDEX position peaked at $61.2K in Q1 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Perritt Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.