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Aspect Partners’s IDEX IEX Stock Holding History

Aspect Partners’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 		– Sell
-10
Closed -$1.9K – 719
2026
Q1 		$1.9K Hold
10
– – ﹤0.01% 497
2025
Q4 		$1.78K Hold
10
– – ﹤0.01% 549
2025
Q3 		$1.63K Buy
+10
New +$1.69K ﹤0.01% 601

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aspect Partners's IEX Position: Q2 2026 in Review

Aspect Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 10 shares — an estimated $1.9K sold.

Aspect Partners first reported a position in IEX in Q3 2025 and held it in 3 quarters. The position peaked at $1.9K in Q1 2026. 141 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Aspect Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 10 IDEX shares in Q2 2026, an estimated $1.9K.
  • Aspect Partners first reported a position in IDEX in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's IDEX position peaked at $1.9K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.