T
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TOBAM’s IDEX IEX Stock Holding History

TOBAM’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
-110
Closed -$20K – 273
2025
Q1 		$20K Buy
110
+7
+7% +$1.39K 0.01% 206
2024
Q4 		$22K Buy
103
+33
+47% +$7.22K 0.01% 316
2024
Q3 		$15K Sell
70
-10
-13% -$2.02K ﹤0.01% 317
2024
Q2 		$16K Sell
80
-246
-75% -$53.7K ﹤0.01% 324
2024
Q1 		$80K Sell
326
-16
-5% -$3.61K 0.01% 308
2023
Q4 		$74K Sell
342
-240
-41% -$48.4K 0.01% 305
2023
Q3 		$121K Buy
+582
New +$126K 0.01% 268
2023
Q2 		– Sell
-257
Closed -$59K – 378
2023
Q1 		$59K Sell
257
-225
-47% -$51.1K ﹤0.01% 339
2022
Q4 		$110K Hold
482
– – 0.01% 278
2022
Q3 		$96K Buy
482
+152
+46% +$30.7K 0.01% 286
2022
Q2 		$60K Hold
330
– – ﹤0.01% 363
2022
Q1 		$63K Buy
330
+73
+28% +$14.8K ﹤0.01% 361
2021
Q4 		$61K Hold
257
– – ﹤0.01% 327
2021
Q3 		$53K Hold
257
– – ﹤0.01% 350
2021
Q2 		$57K Hold
257
– – ﹤0.01% 331
2021
Q1 		$54K Hold
257
– – ﹤0.01% 326
2020
Q4 		$51K Hold
257
– – ﹤0.01% 320
2020
Q3 		$47K Buy
+257
New +$44.5K ﹤0.01% 298

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TOBAM's IEX Position: Q2 2025 in Review

TOBAM sold out of IDEX (IEX) in Q2 2025, closing a stake of 110 shares — an estimated $20K sold.

TOBAM first reported a position in IEX in Q3 2020 and held it in 18 quarters. The position peaked at $121K in Q3 2023. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • TOBAM reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • TOBAM sold 110 IDEX shares in Q2 2025, an estimated $20K.
  • TOBAM first reported a position in IDEX in Q3 2020 and held it in 18 quarters.
  • TOBAM's IDEX position peaked at $121K in Q3 2023.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on TOBAM's 13F filing for Q2 2025, filed 8 Aug 2025.