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Riverview Trust Company’s IDEX IEX Stock Holding History

Riverview Trust Company’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
-142
Closed -$29.7K – 714
2024
Q4 		$29.7K Hold
142
– – 0.03% 314
2024
Q3 		$30.5K Hold
142
– – 0.03% 323
2024
Q2 		$28.6K Hold
142
– – 0.03% 316
2024
Q1 		$34.7K Buy
+142
New +$32.1K 0.03% 301
2023
Q4 		– Sell
-142
Closed -$29.5K – 347
2023
Q3 		$29.5K Hold
142
– – 0.03% 305
2023
Q2 		$30.6K Hold
142
– – 0.03% 273
2023
Q1 		$32.8K Hold
142
– – 0.03% 265
2022
Q4 		$32K Hold
142
– – 0.03% 273
2022
Q3 		$28K Hold
142
– – 0.03% 295
2022
Q2 		$26K Hold
142
– – 0.02% 319
2022
Q1 		$27K Buy
+142
New +$28.8K 0.02% 365

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

Riverview Trust Company's IEX Position: Q1 2025 in Review

Riverview Trust Company sold out of IDEX (IEX) in Q1 2025, closing a stake of 142 shares — an estimated $29.7K sold.

Riverview Trust Company first reported a position in IEX in Q1 2022 and held it in 11 quarters. The position peaked at $34.7K in Q1 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Riverview Trust Company reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 142 IDEX shares in Q1 2025, an estimated $29.7K.
  • Riverview Trust Company first reported a position in IDEX in Q1 2022 and held it in 11 quarters.
  • Riverview Trust Company's IDEX position peaked at $34.7K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.