Simplex Trading
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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
2026
Q1 		$19K Buy
+100
New +$19.7K ﹤0.01% 6822
2024
Q3 		– Sell
-200
Closed -$40K – 8959
2024
Q2 		$40K Hold
200
– – ﹤0.01% 6302
2024
Q1 		$48K Buy
+200
New +$45.2K ﹤0.01% 6298
2023
Q3 		– Sell
-300
Closed -$64K – 9154
2023
Q2 		$64K Buy
300
+200
+200% +$42K ﹤0.01% 5571
2023
Q1 		$23K Sell
100
-8,100
-99% -$1.84M ﹤0.01% 6777
2022
Q4 		$1.87M Hold
8,200
– – ﹤0.01% 1926
2022
Q3 		$1.64M Sell
8,200
-1,000
-11% -$202K ﹤0.01% 2145
2022
Q2 		$1.67M Buy
9,200
+2,900
+46% +$546K ﹤0.01% 2062
2022
Q1 		$1.21M Buy
6,300
+5,600
+800% +$1.14M ﹤0.01% 2684
2021
Q4 		$165K Buy
700
+500
+250% +$114K ﹤0.01% 5460
2021
Q3 		$43K Hold
200
– – ﹤0.01% 7689
2021
Q2 		$44K Buy
+200
New +$44.2K ﹤0.01% 7797
2021
Q1 		– Sell
-6
Closed -$119K – 9332
2020
Q4 		$119K Buy
6
+1
+20% +$190 ﹤0.01% 5268
2020
Q3 		$91K Sell
5
-6
-55% -$1.04K ﹤0.01% 5011
2020
Q2 		$173K Sell
11
-8
-42% -$1.22K ﹤0.01% 4150
2020
Q1 		$262K Buy
19
+11
+138% +$1.73K ﹤0.01% 3277
2019
Q4 		$137K Sell
8
-55
-87% -$8.9K ﹤0.01% 4159
2019
Q3 		$1.03M Buy
+63
New +$10.5K ﹤0.01% 1911
2018
Q4 		– Sell
-96
Closed -$1.45M – 7357
2018
Q3 		$1.45M Hold
96
– – ﹤0.01% 1529
2018
Q2 		$1.31M Buy
+96
New +$13.4K 0.01% 1549
2016
Q3 		– Sell
-49
Closed -$1K – 6082
2016
Q2 		$1K Buy
+49
New +$4.08K ﹤0.01% 5314
2016
Q1 		– Sell
-18
Closed -$4K – 5876
2015
Q4 		$4K Buy
+18
New +$1.38K ﹤0.01% 4030

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. 638 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.
  • 638 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.