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Principal Securities’s IDEX IEX Stock Holding History

Principal Securities’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
Q4 		– Sell
-203
Closed -$33K – 2380
2025
Q3 		$33K Sell
203
-95
-32% -$16K ﹤0.01% 2158
2025
Q2 		$52.3K Buy
298
+80
+37% +$14.2K ﹤0.01% 1849
2025
Q1 		$45.6K Hold
218
– – ﹤0.01% 1787
2024
Q4 		$45.6K Sell
218
-20
-8% -$4.38K ﹤0.01% 1786
2024
Q3 		$51.1K Sell
238
-151
-39% -$30.4K ﹤0.01% 1681
2024
Q2 		$78.3K Buy
389
+52
+15% +$11.4K ﹤0.01% 1421
2024
Q1 		$82.2K Buy
337
+57
+20% +$12.9K ﹤0.01% 1361
2023
Q4 		$60.8K Buy
+280
New +$56.5K ﹤0.01% 1398

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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return