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Smartleaf Asset Management’s IDEX IEX Stock Holding History

Smartleaf Asset Management’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 		$287K Sell
1,562
-127
-8% -$25.1K 0.01% 671
2025
Q4 		$303K Sell
1,689
-570
-25% -$97.4K 0.01% 644
2025
Q3 		$366K Sell
2,259
-206
-8% -$34.8K 0.02% 556
2025
Q2 		$435K Buy
2,465
+10
+0.4% +$1.77K 0.04% 400
2025
Q1 		$444K Sell
2,455
-199
-7% -$39.6K 0.04% 389
2024
Q4 		$554K Buy
2,654
+113
+4% +$24.7K 0.06% 314
2024
Q3 		$546K Buy
2,541
+319
+14% +$64.3K 0.07% 292
2024
Q2 		$445K Buy
2,222
+392
+21% +$85.6K 0.07% 256
2024
Q1 		$449K Buy
1,830
+359
+24% +$81.1K 0.09% 230
2023
Q4 		$319K Buy
+1,471
New +$297K 0.09% 231

Other funds holding IEX

BlackRock
BlackRock New York $5.7T 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 $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