SIAG
IEX icon

Safeguard Investment Advisory Group’s IDEX IEX Stock Holding History

Safeguard Investment Advisory Group’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
-1,173
Closed -$213K – 149
2025
Q1 		$213K Buy
+1,173
New +$234K 0.06% 129

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's IEX Position: Q2 2025 in Review

Safeguard Investment Advisory Group sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,173 shares — an estimated $213K sold.

Safeguard Investment Advisory Group first reported a position in IEX in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Safeguard Investment Advisory Group reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,173 IDEX shares in Q2 2025, an estimated $213K.
  • Safeguard Investment Advisory Group first reported a position in IDEX in Q1 2025 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's IDEX position peaked at $213K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.