TrueMark Investments’s IDEX IEX Stock Holding History

TrueMark Investments’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 Q4	–	Sell	-7,797	Closed	-$1.27M	–	268
2025 Q3	$1.27M	Buy	7,797 +1,014	+15%	+$171K	0.22%	111
2025 Q2	$1.19M	Buy	+6,783	New	+$1.2M	0.26%	109

Other funds holding IEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

TrueMark Investments's IEX Position: Q4 2025 in Review

TrueMark Investments sold out of IDEX (IEX) in Q4 2025, closing a stake of 7,797 shares — an estimated $1.27M sold.

TrueMark Investments first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.27M in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

TrueMark Investments reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
TrueMark Investments sold 7,797 IDEX shares in Q4 2025, an estimated $1.27M.
TrueMark Investments first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
TrueMark Investments's IDEX position peaked at $1.27M in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.