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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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Principal Securities's IEX Position: Q4 2025 in Review

Principal Securities sold out of IDEX (IEX) in Q4 2025, closing a stake of 203 shares — an estimated $33K sold.

Principal Securities first reported a position in IEX in Q4 2023 and held it in 8 quarters. The position peaked at $82.2K in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Principal Securities reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 203 IDEX shares in Q4 2025, an estimated $33K.
  • Principal Securities first reported a position in IDEX in Q4 2023 and held it in 8 quarters.
  • Principal Securities's IDEX position peaked at $82.2K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.