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Wealthspire Advisors (New York)’s IDEX IEX Stock Holding History

Wealthspire Advisors (New York)’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
-132
Closed -$21.5K – 1910
2025
Q3 		$21.5K Buy
+132
New +$22.3K ﹤0.01% 1648

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $15.4B AUM 26.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s IEX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of IDEX (IEX) in Q4 2025, closing a stake of 132 shares — an estimated $21.5K sold.

Wealthspire Advisors (New York) first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $21.5K in Q3 2025. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 132 IDEX shares in Q4 2025, an estimated $21.5K.
  • Wealthspire Advisors (New York) first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s IDEX position peaked at $21.5K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.