Aristotle Capital Boston’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.69M | Sell |
11,842
-3,859
| -25% | -$816K | 0.18% | 104 |
|
|
2026
Q1 | $3M | Sell |
15,701
-332
| -2% | -$65.5K | 0.19% | 106 |
|
|
2025
Q4 | $2.85M | Sell |
16,033
-1,220
| -7% | -$208K | 0.16% | 109 |
|
|
2025
Q3 | $2.81M | Buy |
17,253
+2,925
| +20% | +$494K | 0.14% | 110 |
|
|
2025
Q2 | $2.52M | Sell |
14,328
-2,087
| -13% | -$370K | 0.13% | 110 |
|
|
2025
Q1 | $2.97M | Sell |
16,415
-8,290
| -34% | -$1.65M | 0.15% | 109 |
|
|
2024
Q4 | $5.17M | Sell |
24,705
-1,875
| -7% | -$410K | 0.19% | 108 |
|
|
2024
Q3 | $5.7M | Sell |
26,580
-7,440
| -22% | -$1.5M | 0.19% | 110 |
|
|
2024
Q2 | $6.84M | Sell |
34,020
-8,662
| -20% | -$1.89M | 0.23% | 108 |
|
|
2024
Q1 | $10.4M | Sell |
42,682
-3,192
| -7% | -$721K | 0.32% | 103 |
|
|
2023
Q4 | $9.96M | Sell |
45,874
-5,573
| -11% | -$1.12M | 0.3% | 107 |
|
|
2023
Q3 | $10.7M | Sell |
51,447
-969
| -2% | -$210K | 0.35% | 102 |
|
|
2023
Q2 | $11.3M | Buy |
52,416
+2,290
| +5% | +$481K | 0.34% | 101 |
|
|
2023
Q1 | $11.6M | Sell |
50,126
-12,089
| -19% | -$2.74M | 0.36% | 100 |
|
|
2022
Q4 | $14.2M | Sell |
62,215
-2,486
| -4% | -$556K | 0.45% | 88 |
|
|
2022
Q3 | $12.9M | Sell |
64,701
-12,198
| -16% | -$2.47M | 0.44% | 96 |
|
|
2022
Q2 | $14M | Sell |
76,899
-4,913
| -6% | -$926K | 0.42% | 108 |
|
|
2022
Q1 | $15.7M | Sell |
81,812
-142
| -0.2% | -$28.8K | 0.4% | 107 |
|
|
2021
Q4 | $19.4M | Sell |
81,954
-4,663
| -5% | -$1.06M | 0.45% | 93 |
|
|
2021
Q3 | $17.9M | Buy |
86,617
+328
| +0.4% | +$72.8K | 0.42% | 100 |
|
|
2021
Q2 | $19M | Sell |
86,289
-2,178
| -2% | -$481K | 0.43% | 95 |
|
|
2021
Q1 | $18.5M | Sell |
88,467
-11,961
| -12% | -$2.37M | 0.41% | 100 |
|
|
2020
Q4 | $20M | Sell |
100,428
-7,306
| -7% | -$1.39M | 0.47% | 94 |
|
|
2020
Q3 | $19.7M | Sell |
107,734
-11,691
| -10% | -$2.02M | 0.57% | 71 |
|
|
2020
Q2 | $18.9M | Buy |
119,425
+12,133
| +11% | +$1.85M | 0.57% | 69 |
|
|
2020
Q1 | $14.8M | Sell |
107,292
-11,439
| -10% | -$1.79M | 0.63% | 62 |
|
|
2019
Q4 | $20.4M | Sell |
118,731
-4,586
| -4% | -$742K | 0.56% | 80 |
|
|
2019
Q3 | $20.2M | Buy |
123,317
+4,368
| +4% | +$725K | 0.59% | 73 |
|
|
2019
Q2 | $20.5M | Buy |
118,949
+4,408
| +4% | +$692K | 0.64% | 68 |
|
|
2019
Q1 | $17.4M | Buy |
114,541
+82,928
| +262% | +$11.7M | 0.58% | 76 |
|
|
2018
Q4 | $3.99M | Buy |
31,613
+6,911
| +28% | +$925K | 0.33% | 98 |
|
|
2018
Q3 | $3.72M | Buy |
24,702
+2,341
| +10% | +$349K | 0.27% | 99 |
|
|
2018
Q2 | $3.05M | Sell |
22,361
-84,804
| -79% | -$11.8M | 0.24% | 102 |
|
|
2018
Q1 | $15.3M | Buy |
107,165
+43,589
| +69% | +$6.08M | 0.72% | 57 |
|
|
2017
Q4 | $8.39M | Buy |
63,576
+23,713
| +59% | +$3.05M | 0.61% | 76 |
|
|
2017
Q3 | $4.84M | Buy |
39,863
+16,181
| +68% | +$1.89M | 0.43% | 94 |
|
|
2017
Q2 | $2.68M | Buy |
23,682
+14,043
| +146% | +$1.48M | 0.3% | 98 |
|
|
2017
Q1 | $901K | Buy |
9,639
+904
| +10% | +$83K | 0.12% | 112 |
|
|
2016
Q4 | $787K | Buy |
+8,735
| New | +$790K | 0.11% | 113 |
|
|
2016
Q2 | – | Sell |
-129
| Closed | -$11K | – | 109 |
|
|
2016
Q1 | $11K | Buy |
+129
| New | +$9.68K | ﹤0.01% | 106 |
|
Other funds holding IEX
Aristotle Capital Boston's IEX Position: Q2 2026 in Review
Aristotle Capital Boston reduced its IDEX (IEX) stake by 25% in Q2 2026, selling an estimated $816K and leaving 11,842 shares worth $2.69M. The position accounts for 0.18% of the portfolio, ranked #104.
Aristotle Capital Boston first reported a position in IEX in Q1 2016 and has held it in 40 quarters since. The position peaked at $20.5M in Q2 2019. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Aristotle Capital Boston held 11,842 shares of IDEX worth $2.69M as of Q2 2026.
- Aristotle Capital Boston sold 3,859 IDEX shares in Q2 2026, an estimated $816K.
- IDEX made up 0.18% of Aristotle Capital Boston's portfolio in Q2 2026, its #104 holding.
- Aristotle Capital Boston first reported a position in IDEX in Q1 2016 and has held it in 40 quarters since.
- Aristotle Capital Boston's IDEX position peaked at $20.5M in Q2 2019.
- 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.