Simplex Trading
IEX icon

Simplex Trading’s IDEX IEX Stock Holding History

Simplex Trading’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
-284
Closed -$56.5K – 8995
2024
Q4 		$59K Buy
284
+186
+190% +$40.7K ﹤0.01% 5704
2024
Q3 		$21K Buy
+98
New +$19.8K ﹤0.01% 6639
2023
Q4 		– Sell
-26
Closed -$5.24K – 9265
2023
Q3 		$5K Sell
26
-143
-85% -$31K ﹤0.01% 7654
2023
Q2 		$36K Buy
+169
New +$35.5K ﹤0.01% 6155
2022
Q4 		– Sell
-36
Closed -$8.04K – 9715
2022
Q3 		$7K Sell
36
-384
-91% -$77.6K ﹤0.01% 8532
2022
Q2 		$76K Sell
420
-230
-35% -$43.3K ﹤0.01% 5944
2022
Q1 		$124K Buy
650
+573
+744% +$116K ﹤0.01% 5840
2021
Q4 		$18K Sell
77
-819
-91% -$186K ﹤0.01% 8475
2021
Q3 		$197K Hold
896
– – ﹤0.01% 5608
2021
Q2 		$197K Buy
+896
New +$198K ﹤0.01% 5701
2020
Q4 		– Sell
-50
Closed -$9.51K – 8654
2020
Q3 		$9K Buy
+50
New +$8.66K ﹤0.01% 6842
2020
Q2 		– Sell
-539
Closed -$82.4K – 7930
2020
Q1 		$74K Buy
+539
New +$84.6K ﹤0.01% 4704
2019
Q2 		– Sell
-158
Closed -$24.8K – 7411
2019
Q1 		$23K Buy
+158
New +$22.3K ﹤0.01% 5617
2018
Q4 		– Sell
-3,339
Closed -$447K – 7356
2018
Q3 		$503K Buy
+3,339
New +$498K ﹤0.01% 2623
2018
Q2 		– Sell
-1,870
Closed -$261K – 7579
2018
Q1 		$266K Buy
+1,870
New +$261K 0.01% 1065
2016
Q4 		– Sell
-184
Closed -$16.6K – 6135
2016
Q3 		$17K Buy
+184
New +$16.6K ﹤0.01% 3126
2015
Q3 		– Sell
-192
Closed -$14.1K – 5804
2015
Q2 		$15K Buy
+192
New +$14.9K ﹤0.01% 2713

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplex Trading's IEX Position: Q1 2025 in Review

Simplex Trading sold out of IDEX (IEX) in Q1 2025, closing a stake of 284 shares — an estimated $56.5K sold.

Simplex Trading first reported a position in IEX in Q2 2015 and held it in 17 quarters. The position peaked at $503K in Q3 2018. 639 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Simplex Trading reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 284 IDEX shares in Q1 2025, an estimated $56.5K.
  • Simplex Trading first reported a position in IDEX in Q2 2015 and held it in 17 quarters.
  • Simplex Trading's IDEX position peaked at $503K in Q3 2018.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.