WR Wealth Planners’s IDEX IEX Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-8	Closed	-$1.85K	–	932
2023 Q1	$1.85K	Buy	+8	New	+$1.82K	﹤0.01%	780

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WR Wealth Planners's IEX Position: Q2 2023 in Review

WR Wealth Planners sold out of IDEX (IEX) in Q2 2023, closing a stake of 8 shares — an estimated $1.85K sold.

WR Wealth Planners first reported a position in IEX in Q1 2023 and held it in 1 quarter. The position peaked at $1.85K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

WR Wealth Planners reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 8 IDEX shares in Q2 2023, an estimated $1.85K.
WR Wealth Planners first reported a position in IDEX in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's IDEX position peaked at $1.85K in Q1 2023.
638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.