Pinnacle Bancorp’s IDEX IEX Stock Holding History

Pinnacle Bancorp’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	–	Sell	-77	Closed	-$16.1K	–	915
2024 Q4	$16.1K	Hold	77	–	–	0.01%	620
2024 Q3	$16.5K	Hold	77	–	–	﹤0.01%	608
2024 Q2	$15.5K	Hold	77	–	–	﹤0.01%	604
2024 Q1	$18.8K	Hold	77	–	–	0.01%	559
2023 Q4	$16.7K	Sell	77 -73	-49%	-$14.7K	0.01%	556
2023 Q3	$31.2K	Hold	150	–	–	0.01%	443
2023 Q2	$32.3K	Hold	150	–	–	0.01%	439
2023 Q1	$34.7K	Hold	150	–	–	0.01%	413
2022 Q4	$34K	Hold	150	–	–	0.01%	395
2022 Q3	$30K	Hold	150	–	–	0.01%	399
2022 Q2	$27K	Hold	150	–	–	0.01%	415
2022 Q1	$29K	Buy	150 +27	+22%	+$5.48K	0.01%	416
2021 Q4	$29K	Hold	123	–	–	0.01%	422
2021 Q3	$25K	Hold	123	–	–	0.01%	439
2021 Q2	$27K	Hold	123	–	–	0.01%	440
2021 Q1	$26K	Buy	+123	New	+$24.4K	0.01%	441

Other funds holding IEX

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Pinnacle Bancorp's IEX Position: Q1 2025 in Review

Pinnacle Bancorp sold out of IDEX (IEX) in Q1 2025, closing a stake of 77 shares — an estimated $16.1K sold.

Pinnacle Bancorp first reported a position in IEX in Q1 2021 and held it in 16 quarters. The position peaked at $34.7K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Pinnacle Bancorp reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Pinnacle Bancorp sold 77 IDEX shares in Q1 2025, an estimated $16.1K.
Pinnacle Bancorp first reported a position in IDEX in Q1 2021 and held it in 16 quarters.
Pinnacle Bancorp's IDEX position peaked at $34.7K in Q1 2023.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Pinnacle Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.