SouthState Corp’s IDEX IEX Stock Holding History

SouthState Corp’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 Q3	–	Sell	-11	Closed	-$1.93K	–	1454
2025 Q2	$1.93K	Buy	11 +5	+83%	+$886	﹤0.01%	1101
2025 Q1	$1.09K	Buy	+6	New	+$1.19K	﹤0.01%	1317
2023 Q4	–	Sell	-36	Closed	-$7.49K	–	637
2023 Q3	$7.49K	Buy	+36	New	+$7.81K	﹤0.01%	499

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SouthState Corp's IEX Position: Q3 2025 in Review

SouthState Corp sold out of IDEX (IEX) in Q3 2025, closing a stake of 11 shares — an estimated $1.93K sold.

SouthState Corp first reported a position in IEX in Q3 2023 and held it in 3 quarters. The position peaked at $7.49K in Q3 2023. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

SouthState Corp reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
SouthState Corp sold 11 IDEX shares in Q3 2025, an estimated $1.93K.
SouthState Corp first reported a position in IDEX in Q3 2023 and held it in 3 quarters.
SouthState Corp's IDEX position peaked at $7.49K in Q3 2023.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.