SJS Investment Consulting’s IDEX IEX Stock Holding History

SJS Investment Consulting’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	$28.2K	Buy	149 +76	+104%	+$15K	﹤0.01%	572
2025 Q4	$13K	Buy	73 +67	+1,117%	+$11.4K	﹤0.01%	724
2025 Q3	$977	Hold	6	–	–	﹤0.01%	1020
2025 Q2	$1.05K	Sell	6 -1	-14%	-$177	﹤0.01%	810
2025 Q1	$1.27K	Sell	7 -1	-13%	-$199	﹤0.01%	917
2024 Q4	$1.68K	Sell	8 -3	-27%	-$657	﹤0.01%	793
2024 Q3	$2.36K	Buy	11 +2	+22%	+$403	﹤0.01%	719
2024 Q2	$1.81K	Hold	9	–	–	﹤0.01%	768
2024 Q1	$2.2K	Buy	9 +1	+13%	+$226	﹤0.01%	703
2023 Q4	$1.74K	Sell	8 -5	-38%	-$1.01K	﹤0.01%	718
2023 Q3	$2.71K	Buy	13 +6	+86%	+$1.3K	﹤0.01%	516
2023 Q2	$1.51K	Sell	7 -5	-42%	-$1.05K	﹤0.01%	720
2023 Q1	$2.77K	Sell	12 -1	-8%	-$227	﹤0.01%	506
2022 Q4	$2.97K	Buy	13 +7	+117%	+$1.56K	﹤0.01%	479
2022 Q3	$1K	Buy	+6	New	+$1.21K	﹤0.01%	763
2022 Q1	$0	Buy	+1	New	+$203	﹤0.01%	1003

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $134B 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