Trust Company of Vermont’s IDEX IEX Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-22	Closed	-$3.86K	–	1137
2025 Q2	$3.86K	Hold	22	–	–	﹤0.01%	954
2025 Q1	$3.98K	Sell	22 -1	-4%	-$199	﹤0.01%	880
2024 Q4	$4.81K	Hold	23	–	–	﹤0.01%	861
2024 Q3	$4.93K	Buy	+23	New	+$4.64K	﹤0.01%	841
2023 Q2	–	Sell	-82	Closed	-$18.9K	–	869
2023 Q1	$18.9K	Hold	82	–	–	﹤0.01%	609
2022 Q4	$18.7K	Hold	82	–	–	﹤0.01%	593
2022 Q3	$16K	Hold	82	–	–	﹤0.01%	634
2022 Q2	$15K	Buy	+82	New	+$15.5K	﹤0.01%	616

Other funds holding IEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's IEX Position: Q3 2025 in Review

Trust Company of Vermont sold out of IDEX (IEX) in Q3 2025, closing a stake of 22 shares — an estimated $3.86K sold.

Trust Company of Vermont first reported a position in IEX in Q2 2022 and held it in 8 quarters. The position peaked at $18.9K in Q1 2023. 632 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Trust Company of Vermont reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Trust Company of Vermont sold 22 IDEX shares in Q3 2025, an estimated $3.86K.
Trust Company of Vermont first reported a position in IDEX in Q2 2022 and held it in 8 quarters.
Trust Company of Vermont's IDEX position peaked at $18.9K in Q1 2023.
632 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.