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Wilmington Savings Fund Society’s IDEX IEX Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-381
Closed -$66.9K – 1692
2025
Q2 		$66.9K Buy
381
+368
+2,831% +$65.2K ﹤0.01% 1146
2025
Q1 		$2.35K Sell
13
-57
-81% -$11.3K ﹤0.01% 1892
2024
Q4 		$14.7K Hold
70
– – ﹤0.01% 1569
2024
Q3 		$15K Buy
+70
New +$14.1K ﹤0.01% 1541

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Savings Fund Society's IEX Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of IDEX (IEX) in Q3 2025, closing a stake of 381 shares — an estimated $66.9K sold.

Wilmington Savings Fund Society first reported a position in IEX in Q3 2024 and held it in 4 quarters. The position peaked at $66.9K in Q2 2025. 632 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 381 IDEX shares in Q3 2025, an estimated $66.9K.
  • Wilmington Savings Fund Society first reported a position in IDEX in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's IDEX position peaked at $66.9K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.