Shell Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Sell |
1,311
-1,086
| -45% | -$183K | 0.02% | 463 |
|
|
2025
Q2 | $421K | Buy |
2,397
+1,185
| +98% | +$210K | 0.01% | 541 |
|
|
2025
Q1 | $219K | Hold |
1,212
| – | – | 0.01% | 756 |
|
|
2024
Q4 | $254K | Sell |
1,212
-1,342
| -53% | -$294K | 0.01% | 739 |
|
|
2024
Q3 | $548K | Buy |
+2,554
| New | +$515K | 0.02% | 451 |
|
|
2024
Q1 | $514K | Sell |
2,554
-4,275
| -63% | -$966K | 0.02% | 457 |
|
|
2023
Q4 | $1.48M | Sell |
6,829
-529
| -7% | -$107K | 0.07% | 263 |
|
|
2023
Q3 | $1.53M | Sell |
7,358
-27
| -0.4% | -$5.86K | 0.06% | 284 |
|
|
2023
Q2 | $1.59M | Sell |
7,385
-2,142
| -22% | -$450K | 0.06% | 285 |
|
|
2023
Q1 | $2.2M | Buy |
9,527
+83
| +0.9% | +$18.8K | 0.09% | 228 |
|
|
2022
Q4 | $2.16M | Sell |
9,444
-1,023
| -10% | -$229K | 0.09% | 225 |
|
|
2022
Q3 | $2.09M | Sell |
10,467
-912
| -8% | -$184K | 0.08% | 242 |
|
|
2022
Q2 | $2.07M | Sell |
11,379
-1,295
| -10% | -$244K | 0.06% | 299 |
|
|
2022
Q1 | $2.43M | Sell |
12,674
-133
| -1% | -$27K | 0.06% | 300 |
|
|
2021
Q4 | $3.03M | Sell |
12,807
-3,012
| -19% | -$684K | 0.06% | 282 |
|
|
2021
Q3 | $3.27M | Sell |
15,819
-365
| -2% | -$81K | 0.07% | 252 |
|
|
2021
Q2 | $3.56M | Buy |
16,184
+2,999
| +23% | +$663K | 0.07% | 266 |
|
|
2021
Q1 | $2.76M | Buy |
13,185
+7,833
| +146% | +$1.55M | 0.06% | 306 |
|
|
2020
Q4 | $1.07M | Sell |
5,352
-139
| -3% | -$26.4K | 0.02% | 494 |
|
|
2020
Q3 | $1M | Hold |
5,491
| – | – | 0.02% | 460 |
|
|
2020
Q2 | $868K | Sell |
5,491
-1,401
| -20% | -$214K | 0.02% | 473 |
|
|
2020
Q1 | $952K | Sell |
6,892
-705
| -9% | -$111K | 0.03% | 446 |
|
|
2019
Q4 | $1.31M | Sell |
7,597
-2,008
| -21% | -$325K | 0.03% | 461 |
|
|
2019
Q3 | $1.57M | Sell |
9,605
-2,166
| -18% | -$359K | 0.04% | 398 |
|
|
2019
Q2 | $2.03M | Hold |
11,771
| – | – | 0.04% | 351 |
|
|
2019
Q1 | $1.79M | Buy |
11,771
+818
| +7% | +$116K | 0.04% | 366 |
|
|
2018
Q4 | $1.38M | Sell |
10,953
-791
| -7% | -$106K | 0.03% | 407 |
|
|
2018
Q3 | $1.77M | Sell |
11,744
-816
| -6% | -$122K | 0.03% | 421 |
|
|
2018
Q2 | $1.71M | Buy |
12,560
+1,248
| +11% | +$174K | 0.04% | 439 |
|
|
2018
Q1 | $1.61M | Buy |
11,312
+8,032
| +245% | +$1.12M | 0.03% | 461 |
|
|
2017
Q4 | $433K | Hold |
3,280
| – | – | 0.01% | 945 |
|
|
2017
Q3 | $398K | Sell |
3,280
-3,122
| -49% | -$365K | 0.01% | 933 |
|
|
2017
Q2 | $723K | Buy |
+6,402
| New | +$673K | 0.02% | 771 |
|
|
2015
Q4 | – | Sell |
-15,904
| Closed | -$1.15M | – | 915 |
|
|
2015
Q3 | $1.15M | Buy |
+15,904
| New | +$1.17M | 0.02% | 630 |
|
|
2015
Q1 | – | Sell |
-15,904
| Closed | -$1.2M | – | 870 |
|
|
2014
Q4 | $1.24M | Hold |
15,904
| – | – | 0.02% | 620 |
|
|
2014
Q3 | $1.15M | Hold |
15,904
| – | – | 0.02% | 653 |
|
|
2014
Q2 | $1.28M | Sell |
15,904
-2,789
| -15% | -$211K | 0.02% | 636 |
|
|
2014
Q1 | $1.36M | Sell |
18,693
-3,407
| -15% | -$248K | 0.02% | 616 |
|
|
2013
Q4 | $1.63M | Hold |
22,100
| – | – | 0.03% | 556 |
|
|
2013
Q3 | $1.44M | Hold |
22,100
| – | – | 0.03% | 610 |
|
|
2013
Q2 | $1.19M | Buy |
+22,100
| New | +$1.18M | 0.02% | 652 |
|
Other funds holding IEX
Shell Asset Management's IEX Position: Q3 2025 in Review
Shell Asset Management reduced its IDEX (IEX) stake by 45% in Q3 2025, selling an estimated $183K and leaving 1,311 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #463.
Shell Asset Management first reported a position in IEX in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.56M in Q2 2021. 632 funds tracked by Wall St. Rank hold IEX as of Q3 2025.
- Shell Asset Management held 1,311 shares of IDEX worth $213K as of Q3 2025.
- Shell Asset Management sold 1,086 IDEX shares in Q3 2025, an estimated $183K.
- IDEX made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #463 holding.
- Shell Asset Management first reported a position in IDEX in Q2 2013 and has held it in 41 quarters since.
- Shell Asset Management's IDEX position peaked at $3.56M in Q2 2021.
- 632 funds tracked by Wall St. Rank held IDEX as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.