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Virtus ETF Advisers’s IDEX IEX Stock Holding History

Virtus ETF Advisers’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
2023
Q4 		– Sell
-3,513
Closed -$731K – 447
2023
Q3 		$731K Sell
3,513
-47
-1% -$10.2K 0.44% 65
2023
Q2 		$766K Sell
3,560
-284
-7% -$59.7K 0.45% 83
2023
Q1 		$888K Buy
3,844
+58
+2% +$13.2K 0.49% 60
2022
Q4 		$864K Buy
+3,786
New +$846K 0.45% 38
2020
Q2 		– Sell
-88
Closed -$12K – 470
2020
Q1 		$12K Sell
88
-2
-2% -$314 ﹤0.01% 378
2019
Q4 		$15K Hold
90
– – ﹤0.01% 408
2019
Q3 		$15K Sell
90
-75
-45% -$12.4K ﹤0.01% 385
2019
Q2 		$28K Hold
165
– – 0.01% 325
2019
Q1 		$25K Hold
165
– – 0.05% 120
2018
Q4 		$21K Buy
+165
New +$22.1K ﹤0.01% 225

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Virtus ETF Advisers's IEX Position: Q4 2023 in Review

Virtus ETF Advisers sold out of IDEX (IEX) in Q4 2023, closing a stake of 3,513 shares — an estimated $731K sold.

Virtus ETF Advisers first reported a position in IEX in Q4 2018 and held it in 10 quarters. The position peaked at $888K in Q1 2023. 620 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Virtus ETF Advisers reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Virtus ETF Advisers sold 3,513 IDEX shares in Q4 2023, an estimated $731K.
  • Virtus ETF Advisers first reported a position in IDEX in Q4 2018 and held it in 10 quarters.
  • Virtus ETF Advisers's IDEX position peaked at $888K in Q1 2023.
  • 620 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Virtus ETF Advisers's 13F filing for Q4 2023, filed 15 Feb 2024.