Arthur M. Cohen & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Hold |
1,200
| – | – | 0.04% | 118 |
|
|
2025
Q4 | $214K | Buy |
+1,200
| New | +$205K | 0.03% | 123 |
|
|
2025
Q3 | – | Sell |
-1,200
| Closed | -$211K | – | 130 |
|
|
2025
Q2 | $211K | Hold |
1,200
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $217K | Hold |
1,200
| – | – | 0.04% | 123 |
|
|
2024
Q4 | $251K | Sell |
1,200
-500
| -29% | -$109K | 0.04% | 123 |
|
|
2024
Q3 | $361K | Hold |
1,700
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $342K | Hold |
1,700
| – | – | 0.06% | 106 |
|
|
2024
Q1 | $415K | Hold |
1,700
| – | – | 0.09% | 90 |
|
|
2023
Q4 | $369K | Hold |
1,700
| – | – | 0.09% | 95 |
|
|
2023
Q3 | $354K | Hold |
1,700
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $366K | Hold |
1,700
| – | – | 0.09% | 95 |
|
|
2023
Q1 | $393K | Hold |
1,700
| – | – | 0.11% | 90 |
|
|
2022
Q4 | $388K | Hold |
1,700
| – | – | 0.11% | 94 |
|
|
2022
Q3 | $340K | Hold |
1,700
| – | – | 0.09% | 93 |
|
|
2022
Q2 | $309K | Hold |
1,700
| – | – | 0.08% | 105 |
|
|
2022
Q1 | $326K | Hold |
1,700
| – | – | 0.07% | 112 |
|
|
2021
Q4 | $402K | Hold |
1,700
| – | – | 0.07% | 113 |
|
|
2021
Q3 | $352K | Hold |
1,700
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $374K | Hold |
1,700
| – | – | 0.07% | 118 |
|
|
2021
Q1 | $356K | Hold |
1,700
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $339K | Hold |
1,700
| – | – | 0.08% | 116 |
|
|
2020
Q3 | $310K | Hold |
1,700
| – | – | 0.08% | 114 |
|
|
2020
Q2 | $269K | Hold |
1,700
| – | – | 0.08% | 101 |
|
|
2020
Q1 | $226K | Hold |
1,700
| – | – | 0.09% | 100 |
|
|
2019
Q4 | $293K | Sell |
1,700
-1,500
| -47% | -$243K | 0.09% | 105 |
|
|
2019
Q3 | $361 | Buy |
3,200
+1,500
| +88% | +$249K | 0.1% | 91 |
|
|
2019
Q2 | $293K | Hold |
1,700
| – | – | 0.1% | 97 |
|
|
2019
Q1 | $260K | Hold |
1,700
| – | – | 0.09% | 101 |
|
|
2018
Q4 | $214 | Hold |
1,700
| – | – | 0.07% | 108 |
|
|
2018
Q3 | $256 | Hold |
1,700
| – | – | 0.08% | 107 |
|
|
2018
Q2 | $231K | Hold |
1,700
| – | – | 0.09% | 102 |
|
|
2018
Q1 | $239K | Hold |
1,700
| – | – | 0.09% | 99 |
|
|
2017
Q4 | $214 | Buy |
+1,700
| New | +$219K | 0.06% | 111 |
|
|
2014
Q3 | $207K | Buy |
+1,700
| New | +$131K | 0.1% | 105 |
|
Other funds holding IEX
VCM
VPM
Arthur M. Cohen & Associates's IEX Position: Q1 2026 in Review
Arthur M. Cohen & Associates held its IDEX (IEX) position steady in Q1 2026 at 1,200 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #118.
Arthur M. Cohen & Associates first reported a position in IEX in Q3 2014 and has held it in 34 quarters since. The position peaked at $415K in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- Arthur M. Cohen & Associates held 1,200 shares of IDEX worth $230K as of Q1 2026.
- Arthur M. Cohen & Associates left its IDEX share count unchanged in Q1 2026.
- IDEX made up 0.04% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #118 holding.
- Arthur M. Cohen & Associates first reported a position in IDEX in Q3 2014 and has held it in 34 quarters since.
- Arthur M. Cohen & Associates's IDEX position peaked at $415K in Q1 2024.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.