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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's IEX Position: Q2 2025 in Review

SVB Wealth sold out of IDEX (IEX) in Q2 2025, closing a stake of 311 shares — an estimated $56.3K sold.

SVB Wealth first reported a position in IEX in Q4 2020 and held it in 15 quarters. The position peaked at $25M in Q4 2021. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • SVB Wealth reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 311 IDEX shares in Q2 2025, an estimated $56.3K.
  • SVB Wealth first reported a position in IDEX in Q4 2020 and held it in 15 quarters.
  • SVB Wealth's IDEX position peaked at $25M in Q4 2021.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.