Wellington Management Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $330M | Sell |
1,738,531
-3,953,971
| -69% | -$781M | 0.06% | 269 |
|
|
2025
Q4 | $1.01B | Sell |
5,692,502
-785,427
| -12% | -$134M | 0.18% | 136 |
|
|
2025
Q3 | $1.05B | Buy |
6,477,929
+211,696
| +3% | +$35.8M | 0.18% | 122 |
|
|
2025
Q2 | $1.1B | Buy |
6,266,233
+1,215,632
| +24% | +$216M | 0.2% | 115 |
|
|
2025
Q1 | $914M | Buy |
5,050,601
+831,005
| +20% | +$165M | 0.18% | 126 |
|
|
2024
Q4 | $883M | Buy |
4,219,596
+1,388,667
| +49% | +$304M | 0.16% | 134 |
|
|
2024
Q3 | $607M | Buy |
2,830,929
+1,472,456
| +108% | +$297M | 0.11% | 175 |
|
|
2024
Q2 | $273M | Sell |
1,358,473
-600,282
| -31% | -$131M | 0.05% | 319 |
|
|
2024
Q1 | $478M | Sell |
1,958,755
-260,471
| -12% | -$58.8M | 0.08% | 227 |
|
|
2023
Q4 | $482M | Sell |
2,219,226
-12,053
| -0.5% | -$2.43M | 0.09% | 216 |
|
|
2023
Q3 | $464M | Sell |
2,231,279
-144,701
| -6% | -$31.4M | 0.09% | 217 |
|
|
2023
Q2 | $511M | Sell |
2,375,980
-71,951
| -3% | -$15.1M | 0.1% | 210 |
|
|
2023
Q1 | $566M | Sell |
2,447,931
-362,441
| -13% | -$82.3M | 0.11% | 180 |
|
|
2022
Q4 | $642M | Sell |
2,810,372
-103,992
| -4% | -$23.2M | 0.13% | 163 |
|
|
2022
Q3 | $582M | Sell |
2,914,364
-88,995
| -3% | -$18M | 0.12% | 169 |
|
|
2022
Q2 | $545M | Sell |
3,003,359
-103,406
| -3% | -$19.5M | 0.11% | 177 |
|
|
2022
Q1 | $596M | Buy |
3,106,765
+117,605
| +4% | +$23.9M | 0.1% | 202 |
|
|
2021
Q4 | $706M | Sell |
2,989,160
-96,279
| -3% | -$21.9M | 0.11% | 181 |
|
|
2021
Q3 | $639M | Sell |
3,085,439
-137,211
| -4% | -$30.5M | 0.11% | 190 |
|
|
2021
Q2 | $709M | Sell |
3,222,650
-3,173
| -0.1% | -$701K | 0.12% | 180 |
|
|
2021
Q1 | $675M | Buy |
3,225,823
+56,487
| +2% | +$11.2M | 0.12% | 180 |
|
|
2020
Q4 | $631M | Sell |
3,169,336
-49,722
| -2% | -$9.45M | 0.12% | 181 |
|
|
2020
Q3 | $587M | Buy |
3,219,058
+29,824
| +0.9% | +$5.16M | 0.12% | 158 |
|
|
2020
Q2 | $504M | Buy |
3,189,234
+400,737
| +14% | +$61.2M | 0.11% | 173 |
|
|
2020
Q1 | $385M | Buy |
2,788,497
+261,557
| +10% | +$41M | 0.1% | 186 |
|
|
2019
Q4 | $435M | Sell |
2,526,940
-21,506
| -0.8% | -$3.48M | 0.09% | 212 |
|
|
2019
Q3 | $418M | Sell |
2,548,446
-930,931
| -27% | -$154M | 0.09% | 224 |
|
|
2019
Q2 | $599M | Buy |
3,479,377
+3,483
| +0.1% | +$547K | 0.13% | 170 |
|
|
2019
Q1 | $527M | Sell |
3,475,894
-41,836
| -1% | -$5.91M | 0.12% | 187 |
|
|
2018
Q4 | $444M | Sell |
3,517,730
-358,157
| -9% | -$47.9M | 0.11% | 193 |
|
|
2018
Q3 | $584M | Buy |
3,875,887
+370,152
| +11% | +$55.2M | 0.12% | 184 |
|
|
2018
Q2 | $478M | Sell |
3,505,735
-346,054
| -9% | -$48.3M | 0.11% | 207 |
|
|
2018
Q1 | $549M | Sell |
3,851,789
-264,568
| -6% | -$36.9M | 0.12% | 188 |
|
|
2017
Q4 | $543M | Buy |
4,116,357
+70,722
| +2% | +$9.1M | 0.12% | 193 |
|
|
2017
Q3 | $491M | Buy |
4,045,635
+633,232
| +19% | +$73.9M | 0.11% | 197 |
|
|
2017
Q2 | $386M | Buy |
3,412,403
+582,064
| +21% | +$61.2M | 0.09% | 233 |
|
|
2017
Q1 | $265M | Buy |
2,830,339
+39,295
| +1% | +$3.61M | 0.06% | 279 |
|
|
2016
Q4 | $251M | Sell |
2,791,044
-66,088
| -2% | -$5.98M | 0.06% | 269 |
|
|
2016
Q3 | $267M | Buy |
2,857,132
+141,781
| +5% | +$12.8M | 0.07% | 269 |
|
|
2016
Q2 | $223M | Buy |
2,715,351
+143,823
| +6% | +$12M | 0.06% | 288 |
|
|
2016
Q1 | $213M | Buy |
2,571,528
+289,735
| +13% | +$21.7M | 0.06% | 302 |
|
|
2015
Q4 | $175M | Buy |
2,281,793
+470,686
| +26% | +$36.1M | 0.05% | 340 |
|
|
2015
Q3 | $129M | Buy |
1,811,107
+224,662
| +14% | +$16.6M | 0.04% | 384 |
|
|
2015
Q2 | $125M | Sell |
1,586,445
-76,835
| -5% | -$5.95M | 0.03% | 427 |
|
|
2015
Q1 | $126M | Sell |
1,663,280
-88,306
| -5% | -$6.65M | 0.03% | 444 |
|
|
2014
Q4 | $136M | Buy |
1,751,586
+1,928
| +0.1% | +$144K | 0.04% | 415 |
|
|
2014
Q3 | $127M | Sell |
1,749,658
-16,236
| -0.9% | -$1.25M | 0.03% | 437 |
|
|
2014
Q2 | $143M | Sell |
1,765,894
-52,508
| -3% | -$3.97M | 0.04% | 445 |
|
|
2014
Q1 | $133M | Buy |
1,818,402
+174,950
| +11% | +$12.7M | 0.04% | 453 |
|
|
2013
Q4 | $121M | Sell |
1,643,452
-69,312
| -4% | -$4.82M | 0.03% | 467 |
|
|
2013
Q3 | $112M | Sell |
1,712,764
-175,888
| -9% | -$10.6M | 0.04% | 467 |
|
|
2013
Q2 | $102M | Buy |
+1,888,652
| New | +$101M | 0.03% | 463 |
|
Other funds holding IEX
VCM
VPM
