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Strategic Wealth Partners’s IDEX IEX Stock Holding History

Strategic Wealth Partners’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
-23
Closed -$3.74K – 1509
2025
Q3 		$3.74K Hold
23
– – ﹤0.01% 1084
2025
Q2 		$4.04K Buy
+23
New +$4.08K ﹤0.01% 923

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Strategic Wealth Partners's IEX Position: Q4 2025 in Review

Strategic Wealth Partners sold out of IDEX (IEX) in Q4 2025, closing a stake of 23 shares — an estimated $3.74K sold.

Strategic Wealth Partners first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $4.04K in Q2 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Strategic Wealth Partners reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 23 IDEX shares in Q4 2025, an estimated $3.74K.
  • Strategic Wealth Partners first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's IDEX position peaked at $4.04K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.