R Squared’s IDEX IEX Stock Holding History

R Squared’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 Q2	–	Sell	-1,750	Closed	-$317K	–	515
2025 Q1	$317K	Buy	+1,750	New	+$348K	0.34%	120

Other funds holding IEX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

R Squared's IEX Position: Q2 2025 in Review

R Squared sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,750 shares — an estimated $317K sold.

R Squared first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $317K in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

R Squared reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
R Squared sold 1,750 IDEX shares in Q2 2025, an estimated $317K.
R Squared first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
R Squared's IDEX position peaked at $317K in Q1 2025.
637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.