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Summit Wealth Group (Colorado)’s IDEX IEX Stock Holding History

Summit Wealth Group (Colorado)’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
-594
Closed -$289K – 434
2025
Q3 		$289K Buy
+594
New +$100K 0.03% 366

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 $3.37T 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
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

Summit Wealth Group (Colorado)'s IEX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of IDEX (IEX) in Q4 2025, closing a stake of 594 shares — an estimated $289K sold.

Summit Wealth Group (Colorado) first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 594 IDEX shares in Q4 2025, an estimated $289K.
  • Summit Wealth Group (Colorado) first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s IDEX position peaked at $289K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.