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Semmax Financial Advisors’s IDEX IEX Stock Holding History

Semmax Financial 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
Q2 		$17.9K Sell
113
-35
-24% -$6.21K ﹤0.01% 226
2025
Q1 		$27.1K Hold
148
– – 0.01% 189
2024
Q4 		$28.5K Buy
148
+81
+121% +$17.7K 0.01% 176
2024
Q3 		$15.3K Buy
67
+35
+109% +$7.05K ﹤0.01% 196
2024
Q2 		$6.24K Buy
+32
New +$6.99K ﹤0.01% 267

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

Semmax Financial Advisors's IEX Position: Q2 2025 in Review

Semmax Financial Advisors reduced its IDEX (IEX) stake by 24% in Q2 2025, selling an estimated $6.21K and leaving 113 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Semmax Financial Advisors first reported a position in IEX in Q2 2024 and has held it in 5 quarters since. The position peaked at $28.5K in Q4 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Semmax Financial Advisors held 113 shares of IDEX worth $17.9K as of Q2 2025.
  • Semmax Financial Advisors sold 35 IDEX shares in Q2 2025, an estimated $6.21K.
  • IDEX made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #226 holding.
  • Semmax Financial Advisors first reported a position in IDEX in Q2 2024 and has held it in 5 quarters since.
  • Semmax Financial Advisors's IDEX position peaked at $28.5K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.