Petrus Trust Company’s IDEX IEX Stock Holding History

Petrus Trust Company’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	-1,355	Closed	-$238K	–	339
2025 Q2	$238K	Sell	1,355 -742	-35%	-$132K	0.02%	413
2025 Q1	$379K	Buy	+2,097	New	+$417K	0.04%	307
2024 Q3	–	Sell	-2,128	Closed	-$428K	–	641
2024 Q2	$428K	Buy	+2,128	New	+$465K	0.04%	286
2024 Q1	–	Sell	-1,102	Closed	-$239K	–	713
2023 Q4	$239K	Buy	+1,102	New	+$222K	0.02%	518
2023 Q3	–	Sell	-2,138	Closed	-$460K	–	647
2023 Q2	$460K	Buy	+2,138	New	+$449K	0.05%	182
2022 Q3	–	Sell	-1,667	Closed	-$303K	–	258
2022 Q2	$303K	Buy	+1,667	New	+$314K	0.04%	37
2020 Q3	–	Sell	-1,308	Closed	-$207K	–	316
2020 Q2	$207K	Buy	+1,308	New	+$200K	0.02%	181

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's IEX Position: Q3 2025 in Review

Petrus Trust Company sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,355 shares — an estimated $238K sold.

Petrus Trust Company first reported a position in IEX in Q2 2020 and held it in 7 quarters. The position peaked at $460K in Q2 2023. 631 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Petrus Trust Company reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 1,355 IDEX shares in Q3 2025, an estimated $238K.
Petrus Trust Company first reported a position in IDEX in Q2 2020 and held it in 7 quarters.
Petrus Trust Company's IDEX position peaked at $460K in Q2 2023.
631 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.