Aster Capital Management
IEX icon

Aster Capital Management’s IDEX IEX Stock Holding History

Aster Capital Management’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
Q3 		$413K Buy
+1,813
New +$413K 0.15% 219
2025
Q4 		– Sell
-889
Closed -$145K – 1250
2025
Q3 		$145K Sell
889
-3,521
-80% -$595K 0.07% 315
2025
Q2 		$774K Buy
4,410
+3,265
+285% +$579K 0.18% 137
2025
Q1 		$223K Sell
1,145
-2,249
-66% -$448K 0.04% 464
2024
Q4 		$710K Buy
+3,394
New +$743K 0.27% 95

Other funds holding IEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Aster Capital Management's IEX Position: Q3 2026 in Review

Aster Capital Management opened a new position in IDEX (IEX) in Q3 2026: 1,813 shares worth $413K. The stake represents 0.15% of the portfolio and ranks #219 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in IEX as recently as Q3 2025.

Aster Capital Management first reported a position in IEX in Q4 2024 and has held it in 5 quarters since. The position peaked at $774K in Q2 2025. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Aster Capital Management held 1,813 shares of IDEX worth $413K as of Q3 2026.
  • IDEX was a new Aster Capital Management position in Q3 2026.
  • IDEX made up 0.15% of Aster Capital Management's portfolio in Q3 2026, its #219 holding.
  • Aster Capital Management first reported a position in IDEX in Q4 2024 and has held it in 5 quarters since.
  • Aster Capital Management's IDEX position peaked at $774K in Q2 2025.
  • 590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Aster Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.