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IDEX Corporation shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in IDEX Corporation

Tip: Access up to 7 years of quarterly data

All positions including IDEX Corporation held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IDEX Corporation by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $47k 218 214.50
2024-06-30 $51k 253 201.20

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding IDEX Corporation

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Wellington Management Company
Impax Asset Management Group
Geode Capital Management
T. Rowe Price Investment Management
Invesco
Amundi
Pictet Asset Management Holding SA
Champlain Investment Partners
Barclays
Van Eck Associates Corp.
First Trust Advisors

View all funds holding IDEX Corporation