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Stephens Consulting’s IDEX IEX Stock Holding History

Stephens Consulting’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
-2
Closed -$352 – 752
2025
Q2 		$352 Buy
+2
New +$355 ﹤0.01% 992
2022
Q4 		– Sell
-15
Closed -$3K – 528
2022
Q3 		$3K Hold
15
– – ﹤0.01% 457
2022
Q2 		$2.72K Hold
15
– – ﹤0.01% 459
2022
Q1 		$2.88K Hold
15
– – ﹤0.01% 482
2021
Q4 		$3.54K Buy
+15
New +$3.41K ﹤0.01% 546

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Consulting's IEX Position: Q3 2025 in Review

Stephens Consulting sold out of IDEX (IEX) in Q3 2025, closing a stake of 2 shares — an estimated $352 sold.

Stephens Consulting first reported a position in IEX in Q4 2021 and held it in 5 quarters. The position peaked at $3.54K in Q4 2021. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Stephens Consulting reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 2 IDEX shares in Q3 2025, an estimated $352.
  • Stephens Consulting first reported a position in IDEX in Q4 2021 and held it in 5 quarters.
  • Stephens Consulting's IDEX position peaked at $3.54K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.