TFS
IEX icon

Thoroughbred Financial Services’s IDEX IEX Stock Holding History

Thoroughbred Financial Services’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
Q1 		– Sell
-982
Closed -$205K – 704
2024
Q4 		$205K Sell
982
-19
-2% -$4.16K 0.01% 648
2024
Q3 		$214K Hold
1,001
– – 0.01% 607
2024
Q2 		$201K Buy
+1,001
New +$219K 0.01% 608

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thoroughbred Financial Services's IEX Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of IDEX (IEX) in Q1 2025, closing a stake of 982 shares — an estimated $205K sold.

Thoroughbred Financial Services first reported a position in IEX in Q2 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 982 IDEX shares in Q1 2025, an estimated $205K.
  • Thoroughbred Financial Services first reported a position in IDEX in Q2 2024 and held it in 3 quarters.
  • Thoroughbred Financial Services's IDEX position peaked at $214K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.