Welch Group’s IDEX IEX Stock Holding History

Welch Group’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
2026 Q1	$703K	Hold	3,707	–	–	0.03%	147
2025 Q4	$660K	Buy	3,707 +7	+0.2%	+$1.2K	0.03%	147
2025 Q3	$602K	Hold	3,700	–	–	0.02%	147
2025 Q2	$650K	Hold	3,700	–	–	0.03%	132
2025 Q1	$669K	Hold	3,700	–	–	0.03%	121
2024 Q4	$773K	Hold	3,700	–	–	0.03%	114
2024 Q3	$794K	Hold	3,700	–	–	0.03%	109
2024 Q2	$744K	Buy	3,700 +1,000	+37%	+$218K	0.04%	112
2024 Q1	$659K	Hold	2,700	–	–	0.03%	109
2023 Q4	$586K	Buy	2,700 +700	+35%	+$141K	0.03%	113
2023 Q3	$416K	Hold	2,000	–	–	0.02%	121
2023 Q2	$431K	Hold	2,000	–	–	0.02%	120
2023 Q1	$462K	Hold	2,000	–	–	0.03%	114
2022 Q4	$457K	Sell	2,000 -196	-9%	-$43.8K	0.03%	122
2022 Q3	$439K	Hold	2,196	–	–	0.03%	105
2022 Q2	$399K	Hold	2,196	–	–	0.02%	117
2022 Q1	$421K	Hold	2,196	–	–	0.02%	130
2021 Q4	$519K	Hold	2,196	–	–	0.03%	122
2021 Q3	$454K	Hold	2,196	–	–	0.03%	113
2021 Q2	$483K	Hold	2,196	–	–	0.03%	110
2021 Q1	$460K	Buy	+2,196	New	+$435K	0.03%	110

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return