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 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	–	–	1998
2022 Q4	$0	Buy	+2	New	+$447	﹤0.01%	1872
2021 Q3	–	Sell	-3	Closed	-$1K	–	2250
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

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