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Ancora Advisors’s IDEX IEX Stock Holding History

Ancora Advisors’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 		$123K Sell
543
-341
-39% -$72.1K ﹤0.01% 853
2026
Q1 		$168K Buy
884
+56
+7% +$11.1K ﹤0.01% 755
2025
Q4 		$147K Buy
828
+334
+68% +$57.1K ﹤0.01% 817
2025
Q3 		$80.4K Hold
494
– – ﹤0.01% 922
2025
Q2 		$86.7K Sell
494
-3
-0.6% -$532 ﹤0.01% 907
2025
Q1 		$89.9K Buy
497
+1
+0.2% +$199 ﹤0.01% 888
2024
Q4 		$104K Buy
496
+494
+24,700% +$108K ﹤0.01% 844
2024
Q3 		$429 Buy
+2
New +$403 ﹤0.01% 1642
2023
Q1 		– Sell
-2
Closed – – 1996
2022
Q4 		$0 Buy
+2
New +$447 ﹤0.01% 1870
2021
Q3 		– Sell
-3
Closed -$1K – 2249
2021
Q2 		$1K Buy
+3
New +$663 ﹤0.01% 1886
2018
Q4 		– Sell
-168
Closed -$25K – 888
2018
Q3 		$25K Buy
+168
New +$25K ﹤0.01% 1028

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ancora Advisors's IEX Position: Q2 2026 in Review

Ancora Advisors reduced its IDEX (IEX) stake by 39% in Q2 2026, selling an estimated $72.1K and leaving 543 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Ancora Advisors first reported a position in IEX in Q3 2018 and has held it in 11 quarters since. The position peaked at $168K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ancora Advisors held 543 shares of IDEX worth $123K as of Q2 2026.
  • Ancora Advisors sold 341 IDEX shares in Q2 2026, an estimated $72.1K.
  • IDEX made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #853 holding.
  • Ancora Advisors first reported a position in IDEX in Q3 2018 and has held it in 11 quarters since.
  • Ancora Advisors's IDEX position peaked at $168K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.