Rise Advisors’s IDEX IEX Stock Holding History

Rise Advisors’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	-4	Closed	-$651	–	721
2025 Q3	$651	Hold	4	–	–	﹤0.01%	1350
2025 Q2	$702	Hold	4	–	–	﹤0.01%	1345
2025 Q1	$724	Buy	+4	New	+$796	﹤0.01%	1337
2023 Q1	–	Sell	-10	Closed	-$2.28K	–	820
2022 Q4	$2.28K	Buy	+10	New	+$2.23K	﹤0.01%	551

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

Rise Advisors's IEX Position: Q4 2025 in Review

Rise Advisors sold out of IDEX (IEX) in Q4 2025, closing a stake of 4 shares — an estimated $651 sold.

Rise Advisors first reported a position in IEX in Q4 2022 and held it in 4 quarters. The position peaked at $2.28K in Q4 2022. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Rise Advisors reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 IDEX shares in Q4 2025, an estimated $651.
Rise Advisors first reported a position in IDEX in Q4 2022 and held it in 4 quarters.
Rise Advisors's IDEX position peaked at $2.28K in Q4 2022.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.