RCM
IEX icon

Raleigh Capital Management’s IDEX IEX Stock Holding History

Raleigh Capital Management’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
-4
Closed -$837 – 784
2024
Q4 		$837 Hold
4
– – ﹤0.01% 914
2024
Q3 		$858 Sell
4
-6
-60% -$1.21K ﹤0.01% 901
2024
Q2 		$2.01K Buy
10
+8
+400% +$1.75K ﹤0.01% 783
2024
Q1 		$488 Buy
+2
New +$452 ﹤0.01% 889

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raleigh Capital Management's IEX Position: Q1 2025 in Review

Raleigh Capital Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 4 shares — an estimated $837 sold.

Raleigh Capital Management first reported a position in IEX in Q1 2024 and held it in 4 quarters. The position peaked at $2.01K in Q2 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Raleigh Capital Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 4 IDEX shares in Q1 2025, an estimated $837.
  • Raleigh Capital Management first reported a position in IDEX in Q1 2024 and held it in 4 quarters.
  • Raleigh Capital Management's IDEX position peaked at $2.01K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.