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Private Advisor Group’s IDEX IEX Stock Holding History

Private Advisor Group’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
-1,286
Closed -$269K – 2358
2024
Q4 		$269K Sell
1,286
-17
-1% -$3.72K ﹤0.01% 1920
2024
Q3 		$279K Sell
1,303
-366
-22% -$73.8K ﹤0.01% 1992
2024
Q2 		$336K Sell
1,669
-746
-31% -$163K ﹤0.01% 1808
2024
Q1 		$589K Sell
2,415
-3
-0.1% -$678 ﹤0.01% 1421
2023
Q4 		$525K Buy
2,418
+146
+6% +$29.4K ﹤0.01% 1440
2023
Q3 		$473K Buy
2,272
+1,050
+86% +$228K ﹤0.01% 1398
2023
Q2 		$263K Sell
1,222
-6
-0.5% -$1.26K ﹤0.01% 1705
2023
Q1 		$284K Buy
+1,228
New +$279K ﹤0.01% 1602
2022
Q4 		– Sell
-1,333
Closed -$266K – 1803
2022
Q3 		$266K Sell
1,333
-1,320
-50% -$267K ﹤0.01% 1535
2022
Q2 		$481K Buy
2,653
+155
+6% +$29.2K ﹤0.01% 1433
2022
Q1 		$479K Buy
2,498
+27
+1% +$5.48K ﹤0.01% 1449
2021
Q4 		$584K Sell
2,471
-847
-26% -$192K ﹤0.01% 1380
2021
Q3 		$687K Buy
3,318
+1,038
+46% +$230K ﹤0.01% 1357
2021
Q2 		$502K Buy
2,280
+1,183
+108% +$261K ﹤0.01% 1385
2021
Q1 		$230K Buy
+1,097
New +$217K ﹤0.01% 1672
2020
Q3 		– Sell
-1,408
Closed -$222K – 2460
2020
Q2 		$222K Buy
+1,408
New +$215K ﹤0.01% 1331
2020
Q1 		– Sell
-1,327
Closed -$228K – 1534
2019
Q4 		$228K Buy
+1,327
New +$215K ﹤0.01% 1426

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Advisor Group's IEX Position: Q1 2025 in Review

Private Advisor Group sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,286 shares — an estimated $269K sold.

Private Advisor Group first reported a position in IEX in Q4 2019 and held it in 17 quarters. The position peaked at $687K in Q3 2021. 640 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Private Advisor Group reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Private Advisor Group sold 1,286 IDEX shares in Q1 2025, an estimated $269K.
  • Private Advisor Group first reported a position in IDEX in Q4 2019 and held it in 17 quarters.
  • Private Advisor Group's IDEX position peaked at $687K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.