PFM
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Premier Fund Managers’s IDEX IEX Stock Holding History

Premier Fund Managers’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
2026
Q1 		$23.3M Sell
126,647
-51,252
-29% -$10.1M 1.65% 19
2025
Q4 		$31.9M Sell
177,899
-83,689
-32% -$14.3M 1.84% 18
2025
Q3 		$42.5M Sell
261,588
-39,727
-13% -$6.71M 1.74% 27
2025
Q2 		$53.1M Buy
301,315
+1,193
+0.4% +$211K 1.94% 24
2025
Q1 		$54.3M Buy
300,122
+122
+0% +$24.3K 2.03% 17
2024
Q4 		$62.6M Hold
300,000
– – 2.23% 11
2024
Q3 		$64.5M Buy
300,000
+80,000
+36% +$16.1M 2.29% 11
2024
Q2 		$44M Hold
220,000
– – 1.77% 27
2024
Q1 		$53.9M Hold
220,000
– – 2.14% 19
2023
Q4 		$47.8M Hold
220,000
– – 2.06% 22
2023
Q3 		$46M Hold
220,000
– – 2.16% 21
2023
Q2 		$47M Buy
220,000
+20,000
+10% +$4.2M 1.87% 20
2023
Q1 		$45.4M Buy
+200,000
New +$45.4M 1.8% 23

Other funds holding IEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return