WI
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WBI Investments’s IDEX IEX Stock Holding History

WBI Investments’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
2020
Q1 		– Sell
-2,252
Closed -$387K – 150
2019
Q4 		$387K Sell
2,252
-7,127
-76% -$1.15M 0.04% 160
2019
Q3 		$1.54M Sell
9,379
-21,324
-69% -$3.54M 0.15% 110
2019
Q2 		$5.29M Buy
+30,703
New +$4.82M 0.46% 37
2018
Q4 		– Sell
-20,683
Closed -$3.12M – 164
2018
Q3 		$3.12M Buy
+20,683
New +$3.08M 0.17% 97
2018
Q1 		– Sell
-10,533
Closed -$1.39M – 247
2017
Q4 		$1.39M Sell
10,533
-658
-6% -$84.7K 0.06% 182
2017
Q3 		$1.36M Buy
+11,191
New +$1.31M 0.06% 174
2017
Q2 		– Sell
-5,945
Closed -$556K – 326
2017
Q1 		$556K Buy
+5,945
New +$546K 0.02% 234
2016
Q4 		– Sell
-13,971
Closed -$1.31M – 331
2016
Q3 		$1.31M Buy
+13,971
New +$1.26M 0.05% 193

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return