Regency Capital Management’s IDEX IEX Stock Holding History

Regency 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 Q3	–	Sell	-4,959	Closed	-$871K	–	61
2025 Q2	$871K	Buy	+4,959	New	+$879K	0.46%	39

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regency Capital Management's IEX Position: Q3 2025 in Review

Regency Capital Management sold out of IDEX (IEX) in Q3 2025, closing a stake of 4,959 shares — an estimated $871K sold.

Regency Capital Management first reported a position in IEX in Q2 2025 and held it in 1 quarter. The position peaked at $871K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Regency Capital Management reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Regency Capital Management sold 4,959 IDEX shares in Q3 2025, an estimated $871K.
Regency Capital Management first reported a position in IDEX in Q2 2025 and held it in 1 quarter.
Regency Capital Management's IDEX position peaked at $871K in Q2 2025.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Regency Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.