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Atom Investors’s IDEX IEX Stock Holding History

Atom Investors’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
-13,539
Closed -$2.57M – 921
2026
Q1 		$2.57M Buy
13,539
+7,716
+133% +$1.52M 0.18% 191
2025
Q4 		$1.04M Buy
5,823
+3,525
+153% +$602K 0.08% 292
2025
Q3 		$374K Sell
2,298
-3,066
-57% -$518K 0.03% 406
2025
Q2 		$942K Sell
5,364
-65,484
-92% -$11.6M 0.08% 256
2025
Q1 		$12.8M Buy
70,848
+30,790
+77% +$6.13M 1.58% 4
2024
Q4 		$8.38M Sell
40,058
-8,138
-17% -$1.78M 1.04% 4
2024
Q3 		$10.3M Buy
48,196
+2,446
+5% +$493K 1.08% 7
2024
Q2 		$9.2M Buy
45,750
+29,299
+178% +$6.4M 0.92% 15
2024
Q1 		$4.01M Buy
+16,451
New +$3.72M 0.5% 55

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atom Investors's IEX Position: Q2 2026 in Review

Atom Investors sold out of IDEX (IEX) in Q2 2026, closing a stake of 13,539 shares — an estimated $2.57M sold.

Atom Investors first reported a position in IEX in Q1 2024 and held it in 9 quarters. The position peaked at $12.8M in Q1 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Atom Investors reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 13,539 IDEX shares in Q2 2026, an estimated $2.57M.
  • Atom Investors first reported a position in IDEX in Q1 2024 and held it in 9 quarters.
  • Atom Investors's IDEX position peaked at $12.8M in Q1 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.