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Sound Income Strategies’s IDEX IEX Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-3
Closed -$498 – 2541
2025
Q3 		$498 Buy
+3
New +$507 ﹤0.01% 1535
2024
Q2 		– Sell
-12
Closed -$2.93K – 1433
2024
Q1 		$2.93K Buy
+12
New +$2.71K ﹤0.01% 989

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Sound Income Strategies's IEX Position: Q4 2025 in Review

Sound Income Strategies sold out of IDEX (IEX) in Q4 2025, closing a stake of 3 shares — an estimated $498 sold.

Sound Income Strategies first reported a position in IEX in Q1 2024 and held it in 2 quarters. The position peaked at $2.93K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Sound Income Strategies reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 3 IDEX shares in Q4 2025, an estimated $498.
  • Sound Income Strategies first reported a position in IDEX in Q1 2024 and held it in 2 quarters.
  • Sound Income Strategies's IDEX position peaked at $2.93K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.