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Values First Advisors’s IDEX IEX Stock Holding History

Values First Advisors’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
2024
Q4 		– Sell
-455
Closed -$97.6K – 258
2024
Q3 		$97.6K Buy
+455
New +$91.7K 0.05% 183
2023
Q4 		– Sell
-1,024
Closed -$213K – 173
2023
Q3 		$213K Sell
1,024
-336
-25% -$72.9K 0.14% 139
2023
Q2 		$293K Buy
1,360
+60
+5% +$12.6K 0.18% 133
2023
Q1 		$300K Sell
1,300
-87
-6% -$19.8K 0.19% 118
2022
Q4 		$317K Buy
1,387
+320
+30% +$71.5K 0.22% 113
2022
Q3 		$213K Sell
1,067
-62
-5% -$12.5K 0.15% 129
2022
Q2 		$205K Buy
+1,129
New +$213K 0.15% 134
2022
Q1 		– Sell
-948
Closed -$224K – 169
2021
Q4 		$224K Buy
+948
New +$215K 0.13% 149

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Values First Advisors's IEX Position: Q4 2024 in Review

Values First Advisors sold out of IDEX (IEX) in Q4 2024, closing a stake of 455 shares — an estimated $97.6K sold.

Values First Advisors first reported a position in IEX in Q4 2021 and held it in 8 quarters. The position peaked at $317K in Q4 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Values First Advisors reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 455 IDEX shares in Q4 2024, an estimated $97.6K.
  • Values First Advisors first reported a position in IDEX in Q4 2021 and held it in 8 quarters.
  • Values First Advisors's IDEX position peaked at $317K in Q4 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.