Spire Wealth Management’s IDEX IEX Stock Holding History

Spire Wealth 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	$29.6K	Buy	156 +53	+51%	+$10.5K	﹤0.01%	1315
2025 Q4	$18.3K	Sell	103 -45	-30%	-$7.69K	﹤0.01%	1514
2025 Q3	$24.1K	Buy	148 +95	+179%	+$16K	﹤0.01%	1467
2025 Q2	$9.3K	Sell	53 -117	-69%	-$20.7K	﹤0.01%	1743
2025 Q1	$30.7K	Sell	170 -191	-53%	-$38K	﹤0.01%	1461
2024 Q4	$75.6K	Sell	361 -6,908	-95%	-$1.51M	﹤0.01%	1141
2024 Q3	$1.56M	Sell	7,269 -15,052	-67%	-$3.03M	0.05%	281
2024 Q2	$4.49M	Sell	22,321 -3,113	-12%	-$680K	0.16%	133
2024 Q1	$6.21M	Sell	25,434 -2	-0%	-$452	0.11%	130
2023 Q4	$5.27M	Buy	25,436 +7,739	+44%	+$1.56M	0.17%	130
2023 Q3	$3.68M	Buy	+17,697	New	+$3.84M	0.14%	162
2022 Q1	–	Sell	-32	Closed	-$8K	–	2685
2021 Q4	$8K	Buy	+32	New	+$7.27K	﹤0.01%	2446
2021 Q2	–	Sell	-32	Closed	-$7K	–	2758
2021 Q1	$7K	Buy	+32	New	+$6.34K	﹤0.01%	2523

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