UMB Bank’s IDEX IEX Stock Holding History

UMB Bank’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
2026 Q1	$39K	Hold	206	–	–	﹤0.01%	1346
2025 Q4	$36.7K	Buy	206 +8	+4%	+$1.37K	﹤0.01%	1350
2025 Q3	$32.2K	Buy	198 +75	+61%	+$12.7K	﹤0.01%	1298
2025 Q2	$21.6K	Sell	123 -101	-45%	-$17.9K	﹤0.01%	1352
2025 Q1	$40.5K	Buy	224 +87	+64%	+$17.3K	﹤0.01%	1136
2024 Q4	$28.7K	Buy	137 +12	+10%	+$2.63K	﹤0.01%	1129
2024 Q3	$26.8K	Sell	125 -116	-48%	-$23.4K	﹤0.01%	1100
2024 Q2	$48.5K	Buy	241 +57	+31%	+$12.5K	﹤0.01%	830
2024 Q1	$44.9K	Sell	184 -3	-2%	-$678	﹤0.01%	853
2023 Q4	$40.6K	Sell	187 -344	-65%	-$69.4K	﹤0.01%	875
2023 Q3	$110K	Sell	531 -84	-14%	-$18.2K	﹤0.01%	676
2023 Q2	$132K	Sell	615 -15	-2%	-$3.15K	﹤0.01%	654
2023 Q1	$146K	Sell	630 -17	-3%	-$3.86K	﹤0.01%	625
2022 Q4	$148K	Buy	647 +135	+26%	+$30.2K	﹤0.01%	633
2022 Q3	$102K	Sell	512 -26	-5%	-$5.26K	﹤0.01%	724
2022 Q2	$98K	Sell	538 -43	-7%	-$8.1K	﹤0.01%	761
2022 Q1	$111K	Buy	581 +77	+15%	+$15.6K	﹤0.01%	761
2021 Q4	$120K	Buy	+504	New	+$114K	﹤0.01%	774

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

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

Wellington Management Group

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