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TownSquare Capital’s IDEX IEX Stock Holding History

TownSquare Capital’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
-1,248
Closed -$226K – 1077
2025
Q1 		$226K Buy
+1,248
New +$248K ﹤0.01% 1496
2023
Q4 		– Sell
-19,084
Closed -$3.97M – 1173
2023
Q3 		$3.97M Sell
19,084
-638
-3% -$138K 0.07% 255
2023
Q2 		$4.25M Buy
19,722
+1,518
+8% +$319K 0.08% 231
2023
Q1 		$4.21M Sell
18,204
-126
-0.7% -$28.6K 0.09% 204
2022
Q4 		$4.19M Buy
18,330
+7,132
+64% +$1.59M 0.1% 186
2022
Q3 		$2.24M Buy
11,198
+225
+2% +$45.5K 0.06% 253
2022
Q2 		$1.99M Buy
10,973
+356
+3% +$67.1K 0.06% 267
2022
Q1 		$2.04M Sell
10,617
-1,311
-11% -$266K 0.05% 270
2021
Q4 		$2.82M Buy
11,928
+3,044
+34% +$691K 0.07% 230
2021
Q3 		$1.84M Buy
8,884
+165
+2% +$36.6K 0.05% 268
2021
Q2 		$1.91M Buy
8,719
+2,249
+35% +$497K 0.06% 248
2021
Q1 		$1.35M Buy
6,470
+408
+7% +$80.9K 0.05% 262
2020
Q4 		$1.21M Buy
6,062
+1,985
+49% +$377K 0.05% 269
2020
Q3 		$749K Buy
4,077
+13
+0.3% +$2.25K 0.04% 264
2020
Q2 		$648K Buy
4,064
+374
+10% +$57.2K 0.04% 244
2020
Q1 		$558K Sell
3,690
-40
-1% -$6.28K 0.05% 259
2019
Q4 		$641K Buy
3,730
+306
+9% +$49.5K 0.05% 246
2019
Q3 		$549K Buy
3,424
+145
+4% +$24.1K 0.05% 290
2019
Q2 		$530K Sell
3,279
-54
-2% -$8.48K 0.05% 259
2019
Q1 		$506K Buy
+3,333
New +$471K 0.04% 268

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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

TownSquare Capital's IEX Position: Q2 2025 in Review

TownSquare Capital sold out of IDEX (IEX) in Q2 2025, closing a stake of 1,248 shares — an estimated $226K sold.

TownSquare Capital first reported a position in IEX in Q1 2019 and held it in 20 quarters. The position peaked at $4.25M in Q2 2023. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • TownSquare Capital reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 1,248 IDEX shares in Q2 2025, an estimated $226K.
  • TownSquare Capital first reported a position in IDEX in Q1 2019 and held it in 20 quarters.
  • TownSquare Capital's IDEX position peaked at $4.25M in Q2 2023.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.