Steph & Co’s IDEX IEX Stock Holding History

Steph & Co’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	-273	Closed	-$44.4K	–	323
2025 Q3	$44.4K	Buy	273 +33	+14%	+$5.57K	0.01%	202
2025 Q2	$42.1K	Buy	+240	New	+$42.5K	0.01%	201
2024 Q2	–	Sell	-74	Closed	-$18.1K	–	269
2024 Q1	$18.1K	Hold	74	–	–	0.01%	225
2023 Q4	$16.1K	Hold	74	–	–	0.01%	199
2023 Q3	$15.4K	Hold	74	–	–	0.01%	218
2023 Q2	$15.9K	Hold	74	–	–	0.01%	203
2023 Q1	$17.1K	Hold	74	–	–	0.01%	193
2022 Q4	$17K	Hold	74	–	–	0.01%	199
2022 Q3	$15K	Hold	74	–	–	0.01%	190
2022 Q2	$13K	Sell	74 -10	-12%	-$1.88K	0.01%	198
2022 Q1	$16K	Hold	84	–	–	0.01%	249
2021 Q4	$20K	Hold	84	–	–	0.01%	259
2021 Q3	$17K	Hold	84	–	–	0.01%	231
2021 Q2	$18K	Hold	84	–	–	0.01%	198
2021 Q1	$18K	Sell	84 -7	-8%	-$1.39K	0.01%	199
2020 Q4	$18K	Hold	91	–	–	0.01%	198
2020 Q3	$17K	Hold	91	–	–	0.02%	188
2020 Q2	$14K	Sell	91 -10	-10%	-$1.53K	0.01%	194
2020 Q1	$14K	Hold	101	–	–	0.02%	193
2019 Q4	$17K	Buy	+101	New	+$16.3K	0.01%	204

Other funds holding IEX

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $14.3B AUM 19.8% 1-Year Est. Return