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Steward Financial Group’s IDEX IEX Stock Holding History

Steward Financial Group’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
2023
Q3 		$12K Buy
+62
New +$13.4K ﹤0.01% 331
2023
Q2 		– Sell
-33
Closed -$7K – 718
2023
Q1 		$7K Buy
33
+19
+136% +$4.31K ﹤0.01% 246
2022
Q4 		$3K Buy
+14
New +$3.13K ﹤0.01% 267
2022
Q3 		– Sell
-10
Closed -$1K – 662
2022
Q2 		$1K Buy
+10
New +$1.88K ﹤0.01% 765

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Financial Group's IEX Position: Q3 2023 in Review

Steward Financial Group opened a new position in IDEX (IEX) in Q3 2023: 62 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IEX as recently as Q1 2023.

Steward Financial Group first reported a position in IEX in Q2 2022 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Steward Financial Group held 62 shares of IDEX worth $12K as of Q3 2023.
  • IDEX was a new Steward Financial Group position in Q3 2023.
  • IDEX made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #331 holding.
  • Steward Financial Group first reported a position in IDEX in Q2 2022 and has held it in 4 quarters since.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.