Aviva
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Aviva’s IDEX IEX Stock Holding History

Aviva’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 		$14.7M Buy
64,902
+627
+1% +$133K 0.02% 479
2026
Q1 		$12.2M Buy
64,275
+1,675
+3% +$331K 0.02% 496
2025
Q4 		$11.1M Buy
62,600
+3,197
+5% +$546K 0.02% 531
2025
Q3 		$9.67M Buy
59,403
+3,677
+7% +$621K 0.02% 536
2025
Q2 		$9.78M Buy
55,726
+3,484
+7% +$618K 0.02% 526
2025
Q1 		$9.45M Buy
52,242
+6,318
+14% +$1.26M 0.02% 466
2024
Q4 		$9.61M Sell
45,924
-36,830
-45% -$8.06M 0.03% 448
2024
Q3 		$17.8M Buy
82,754
+1,561
+2% +$315K 0.05% 361
2024
Q2 		$16.3M Buy
81,193
+11,933
+17% +$2.61M 0.05% 379
2024
Q1 		$16.9M Buy
69,260
+15,762
+29% +$3.56M 0.06% 370
2023
Q4 		$11.6M Buy
53,498
+11,925
+29% +$2.41M 0.04% 429
2023
Q3 		$8.65M Buy
41,573
+6,169
+17% +$1.34M 0.04% 435
2023
Q2 		$7.62M Sell
35,404
-82,957
-70% -$17.4M 0.03% 457
2023
Q1 		$27.3M Buy
118,361
+1,046
+0.9% +$237K 0.12% 241
2022
Q4 		$26.8M Buy
117,315
+35,477
+43% +$7.93M 0.13% 198
2022
Q3 		$16.4M Sell
81,838
-8,860
-10% -$1.79M 0.09% 305
2022
Q2 		$16.5M Buy
90,698
+14,915
+20% +$2.81M 0.09% 321
2022
Q1 		$14.5M Buy
75,783
+37,133
+96% +$7.53M 0.07% 342
2021
Q4 		$9.13M Sell
38,650
-1,374
-3% -$312K 0.04% 421
2021
Q3 		$8.28M Buy
40,024
+6,232
+18% +$1.38M 0.04% 442
2021
Q2 		$7.44M Buy
33,792
+2,281
+7% +$504K 0.03% 470
2021
Q1 		$6.6M Sell
31,511
-1,718
-5% -$341K 0.03% 452
2020
Q4 		$6.62M Sell
33,229
-3,678
-10% -$699K 0.03% 421
2020
Q3 		$6.73M Sell
36,907
-2,967
-7% -$514K 0.04% 383
2020
Q2 		$6.3M Sell
39,874
-13,814
-26% -$2.11M 0.04% 380
2020
Q1 		$7.42M Buy
53,688
+15,483
+41% +$2.43M 0.05% 316
2019
Q4 		$6.57M Buy
38,205
+12,537
+49% +$2.03M 0.04% 389
2019
Q3 		$4.21M Buy
+25,668
New +$4.26M 0.03% 473

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

Aviva's IEX Position: Q2 2026 in Review

Aviva increased its IDEX (IEX) stake by 0.98% in Q2 2026, buying an estimated $133K and bringing the position to 64,902 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #479.

Aviva first reported a position in IEX in Q3 2019 and has held it in 28 quarters since. The position peaked at $27.3M in Q1 2023. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Aviva held 64,902 shares of IDEX worth $14.7M as of Q2 2026.
  • Aviva bought 627 IDEX shares in Q2 2026, an estimated $133K.
  • IDEX made up 0.02% of Aviva's portfolio in Q2 2026, its #479 holding.
  • Aviva first reported a position in IDEX in Q3 2019 and has held it in 28 quarters since.
  • Aviva's IDEX position peaked at $27.3M in Q1 2023.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.