Aigen Investment Management’s IDEX IEX Stock Holding History

Aigen Investment Management’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 Q2	$364K	Buy	+1,604	New	+$339K	0.1%	261
2025 Q2	–	Sell	-4,559	Closed	-$825K	–	928
2025 Q1	$825K	Buy	+4,559	New	+$908K	0.13%	235
2024 Q4	–	Sell	-7,190	Closed	-$1.54M	–	856
2024 Q3	$1.54M	Sell	7,190 -711	-9%	-$143K	0.3%	78
2024 Q2	$1.59M	Buy	+7,901	New	+$1.73M	0.31%	75
2024 Q1	–	Sell	-3,035	Closed	-$659K	–	840
2023 Q4	$659K	Buy	+3,035	New	+$612K	0.12%	249
2023 Q3	–	Sell	-9,826	Closed	-$2.12M	–	944
2023 Q2	$2.12M	Buy	9,826 +846	+9%	+$178K	0.31%	83
2023 Q1	$2.07M	Buy	8,980 +4,863	+118%	+$1.1M	0.29%	83
2022 Q4	$940K	Buy	+4,117	New	+$920K	0.13%	176
2022 Q3	–	Sell	-2,991	Closed	-$543K	–	659
2022 Q2	$543K	Buy	+2,991	New	+$564K	0.09%	289
2022 Q1	–	Sell	-2,156	Closed	-$506K	–	795
2021 Q4	$506K	Buy	+2,156	New	+$490K	0.03%	620
2020 Q2	–	Sell	-967	Closed	-$134K	–	1032
2020 Q1	$134K	Buy	+967	New	+$152K	0.02%	811

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aigen Investment Management's IEX Position: Q2 2026 in Review

Aigen Investment Management opened a new position in IDEX (IEX) in Q2 2026: 1,604 shares worth $364K. The stake represents 0.1% of the portfolio and ranks #261 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in IEX as recently as Q1 2025.

Aigen Investment Management first reported a position in IEX in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.12M in Q2 2023. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Aigen Investment Management held 1,604 shares of IDEX worth $364K as of Q2 2026.
IDEX was a new Aigen Investment Management position in Q2 2026.
IDEX made up 0.1% of Aigen Investment Management's portfolio in Q2 2026, its #261 holding.
Aigen Investment Management first reported a position in IDEX in Q1 2020 and has held it in 11 quarters since.
Aigen Investment Management's IDEX position peaked at $2.12M in Q2 2023.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.