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Verdence Capital Advisors’s IDEX IEX Stock Holding History

Verdence Capital 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
2025
Q4 		– Sell
-1,864
Closed -$312K – 682
2025
Q3 		$312K Buy
1,864
+96
+5% +$16.2K 0.02% 581
2025
Q2 		$310K Buy
1,768
+148
+9% +$26.2K 0.02% 540
2025
Q1 		$293K Buy
1,620
+1
+0.1% +$199 0.02% 535
2024
Q4 		$339K Buy
1,619
+13
+0.8% +$2.85K 0.03% 469
2024
Q3 		$344K Buy
+1,606
New +$324K 0.03% 478

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Verdence Capital Advisors's IEX Position: Q4 2025 in Review

Verdence Capital Advisors sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,864 shares — an estimated $312K sold.

Verdence Capital Advisors first reported a position in IEX in Q3 2024 and held it in 5 quarters. The position peaked at $344K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Verdence Capital Advisors reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 1,864 IDEX shares in Q4 2025, an estimated $312K.
  • Verdence Capital Advisors first reported a position in IDEX in Q3 2024 and held it in 5 quarters.
  • Verdence Capital Advisors's IDEX position peaked at $344K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.