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StoneX Group’s IDEX IEX Stock Holding History

StoneX 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
2024
Q4 		– Sell
-3,481
Closed -$747K – 887
2024
Q3 		$747K Buy
3,481
+933
+37% +$188K 0.33% 76
2024
Q2 		$513K Buy
2,548
+453
+22% +$99K 0.24% 112
2024
Q1 		$511K Buy
2,095
+838
+67% +$189K 0.26% 98
2023
Q4 		$273K Buy
+1,257
New +$254K 0.15% 203

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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

StoneX Group's IEX Position: Q4 2024 in Review

StoneX Group sold out of IDEX (IEX) in Q4 2024, closing a stake of 3,481 shares — an estimated $747K sold.

StoneX Group first reported a position in IEX in Q4 2023 and held it in 4 quarters. The position peaked at $747K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • StoneX Group reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 3,481 IDEX shares in Q4 2024, an estimated $747K.
  • StoneX Group first reported a position in IDEX in Q4 2023 and held it in 4 quarters.
  • StoneX Group's IDEX position peaked at $747K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.