Quent Capital’s IDEX IEX Stock Holding History

Quent Capital’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
2026 Q1	$116K	Sell	612 -35	-5%	-$6.91K	0.01%	507
2025 Q4	$115K	Buy	647 +119	+23%	+$20.3K	0.01%	524
2025 Q3	$85.9K	Buy	+528	New	+$89.2K	0.01%	476
2025 Q2	–	Sell	-432	Closed	-$78.2K	–	744
2025 Q1	$78.2K	Hold	432	–	–	0.01%	460
2024 Q4	$90.4K	Buy	432 +15	+4%	+$3.28K	0.01%	441
2024 Q3	$89.4K	Hold	417	–	–	0.01%	530
2024 Q2	$83.9K	Hold	417	–	–	0.01%	508
2024 Q1	$102K	Hold	417	–	–	0.01%	481
2023 Q4	$90.5K	Buy	417 +10	+2%	+$2.02K	0.01%	476
2023 Q3	$84.7K	Hold	407	–	–	0.01%	452
2023 Q2	$87.6K	Hold	407	–	–	0.01%	452
2023 Q1	$94K	Hold	407	–	–	0.02%	426
2022 Q4	$92.9K	Buy	407 +8	+2%	+$1.79K	0.02%	415
2022 Q3	$80K	Hold	399	–	–	0.02%	424
2022 Q2	$72K	Sell	399 -43	-10%	-$8.1K	0.02%	428
2022 Q1	$85K	Buy	442 +247	+127%	+$50.1K	0.02%	449
2021 Q4	$46K	Buy	+195	New	+$44.3K	0.01%	565

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return