Anchor Investment Management’s IDEX IEX Stock Holding History

Anchor 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	$2.27K	Buy	+10	New	+$2.12K	﹤0.01%	1088
2023 Q3	–	Sell	-267	Closed	-$57.5K	–	987
2023 Q2	$57.5K	Hold	267	–	–	0.01%	487
2023 Q1	$61.7K	Hold	267	–	–	0.01%	497
2022 Q4	$61K	Hold	267	–	–	0.01%	488
2022 Q3	$53.4K	Hold	267	–	–	0.01%	495
2022 Q2	$48.5K	Hold	267	–	–	0.01%	538
2022 Q1	$51.2K	Hold	267	–	–	0.01%	548
2021 Q4	$63.1K	Hold	267	–	–	0.01%	528
2021 Q3	$55.3K	Hold	267	–	–	0.01%	511
2021 Q2	$58.8K	Hold	267	–	–	0.01%	512
2021 Q1	$55.9K	Hold	267	–	–	0.01%	500
2020 Q4	$53.2K	Hold	267	–	–	0.01%	458
2020 Q3	$48.7K	Hold	267	–	–	0.01%	441
2020 Q2	$42.2K	Hold	267	–	–	0.01%	454
2020 Q1	$36.9K	Buy	+267	New	+$41.9K	0.01%	471

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

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

Anchor Investment Management opened a new position in IDEX (IEX) in Q2 2026: 10 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in IEX as recently as Q2 2023.

Anchor Investment Management first reported a position in IEX in Q1 2020 and has held it in 15 quarters since. The position peaked at $63.1K in Q4 2021. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Anchor Investment Management held 10 shares of IDEX worth $2.27K as of Q2 2026.
IDEX was a new Anchor Investment Management position in Q2 2026.
IDEX made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1088 holding.
Anchor Investment Management first reported a position in IDEX in Q1 2020 and has held it in 15 quarters since.
Anchor Investment Management's IDEX position peaked at $63.1K in Q4 2021.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.