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 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

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

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

Geode Capital Management

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

T. Rowe Price Associates

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

T. Rowe Price Investment Management

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