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 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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Steph & Co's IEX Position: Q4 2025 in Review

Steph & Co sold out of IDEX (IEX) in Q4 2025, closing a stake of 273 shares — an estimated $44.4K sold.

Steph & Co first reported a position in IEX in Q4 2019 and held it in 20 quarters. The position peaked at $44.4K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Steph & Co reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Steph & Co sold 273 IDEX shares in Q4 2025, an estimated $44.4K.
Steph & Co first reported a position in IDEX in Q4 2019 and held it in 20 quarters.
Steph & Co's IDEX position peaked at $44.4K in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.