Proffitt & Goodson’s IDEX IEX Stock Holding History

Proffitt & Goodson’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	-10	Closed	-$1.63K	–	374
2025 Q3	$1.63K	Buy	+10	New	+$1.69K	﹤0.01%	366

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Proffitt & Goodson's IEX Position: Q4 2025 in Review

Proffitt & Goodson sold out of IDEX (IEX) in Q4 2025, closing a stake of 10 shares — an estimated $1.63K sold.

Proffitt & Goodson first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $1.63K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Proffitt & Goodson reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 10 IDEX shares in Q4 2025, an estimated $1.63K.
Proffitt & Goodson first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's IDEX position peaked at $1.63K in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.