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Signal Advisors Wealth’s IDEX IEX Stock Holding History

Signal Advisors Wealth’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
-1,848
Closed -$334K – 506
2025
Q1 		$334K Buy
1,848
+26
+1% +$5.18K 0.03% 349
2024
Q4 		$381K Buy
1,822
+63
+4% +$13.8K 0.04% 309
2024
Q3 		$377K Buy
+1,759
New +$355K 0.05% 300

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

Signal Advisors Wealth's IEX Position: Q2 2025 in Review

Signal Advisors Wealth sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,848 shares — an estimated $334K sold.

Signal Advisors Wealth first reported a position in IEX in Q3 2024 and held it in 3 quarters. The position peaked at $381K in Q4 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Signal Advisors Wealth reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 1,848 IDEX shares in Q2 2025, an estimated $334K.
  • Signal Advisors Wealth first reported a position in IDEX in Q3 2024 and held it in 3 quarters.
  • Signal Advisors Wealth's IDEX position peaked at $381K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.