SVB Wealth’s IDEX IEX Stock Holding History

SVB Wealth’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 Q2	–	Sell	-311	Closed	-$56.3K	–	1026
2025 Q1	$56.3K	Buy	+311	New	+$61.9K	﹤0.01%	514
2024 Q2	–	Sell	-938	Closed	-$229K	–	780
2024 Q1	$229K	Sell	938 -1,126	-55%	-$254K	0.01%	717
2023 Q4	$448K	Sell	2,064 -321	-13%	-$64.7K	0.01%	511
2023 Q3	$496K	Sell	2,385 -242	-9%	-$52.5K	0.01%	462
2023 Q2	$566K	Sell	2,627 -6,950	-73%	-$1.46M	0.01%	455
2023 Q1	$2.21M	Sell	9,577 -539	-5%	-$122K	0.03%	252
2022 Q4	$2.31M	Sell	10,116 -558	-5%	-$125K	0.03%	246
2022 Q3	$2.13M	Sell	10,674 -821	-7%	-$166K	0.03%	250
2022 Q2	$2.09M	Sell	11,495 -2,553	-18%	-$481K	0.03%	218
2022 Q1	$2.69M	Sell	14,048 -91,710	-87%	-$18.6M	0.04%	195
2021 Q4	$25M	Buy	105,758 +263	+0.2%	+$59.7K	0.41%	59
2021 Q3	$21.8M	Buy	105,495 +1,569	+2%	+$348K	0.28%	68
2021 Q2	$22.9M	Buy	103,926 +1,251	+1%	+$276K	0.29%	69
2021 Q1	$21.5M	Buy	102,675 +16,440	+19%	+$3.26M	0.3%	59
2020 Q4	$17.2M	Buy	+86,235	New	+$16.4M	0.25%	76

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return