Baird Financial Group’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 | $2.28M | Buy |
12,018
+462
| +4% | +$91.2K | ﹤0.01% | 1003 |
|
|
2025
Q4 | $2.06M | Sell |
11,556
-1,227
| -10% | -$210K | ﹤0.01% | 1027 |
|
|
2025
Q3 | $2.08M | Buy |
12,783
+10,599
| +485% | +$1.79M | ﹤0.01% | 1035 |
|
|
2025
Q2 | $383K | Sell |
2,184
-815
| -27% | -$144K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $543K | Sell |
2,999
-253,250
| -99% | -$50.4M | ﹤0.01% | 1369 |
|
|
2024
Q4 | $53.6M | Sell |
256,249
-41,331
| -14% | -$9.04M | 0.1% | 183 |
|
|
2024
Q3 | $63.8M | Sell |
297,580
-56,177
| -16% | -$11.3M | 0.12% | 164 |
|
|
2024
Q2 | $71.2M | Sell |
353,757
-23,585
| -6% | -$5.15M | 0.15% | 143 |
|
|
2024
Q1 | $92.1M | Sell |
377,342
-3,386
| -0.9% | -$765K | 0.19% | 117 |
|
|
2023
Q4 | $82.7M | Buy |
380,728
+2,707
| +0.7% | +$546K | 0.19% | 128 |
|
|
2023
Q3 | $78.6M | Buy |
378,021
+9,218
| +2% | +$2M | 0.21% | 106 |
|
|
2023
Q2 | $79.4M | Sell |
368,803
-105,052
| -22% | -$22.1M | 0.21% | 112 |
|
|
2023
Q1 | $109M | Buy |
473,855
+6,643
| +1% | +$1.51M | 0.27% | 79 |
|
|
2022
Q4 | $107M | Buy |
467,212
+2,244
| +0.5% | +$501K | 0.28% | 72 |
|
|
2022
Q3 | $92.9M | Buy |
464,968
+15,257
| +3% | +$3.08M | 0.27% | 82 |
|
|
2022
Q2 | $81.7M | Buy |
449,711
+11,759
| +3% | +$2.22M | 0.23% | 99 |
|
|
2022
Q1 | $84M | Buy |
437,952
+19,225
| +5% | +$3.9M | 0.21% | 107 |
|
|
2021
Q4 | $99M | Buy |
418,727
+60,813
| +17% | +$13.8M | 0.23% | 96 |
|
|
2021
Q3 | $74.1M | Buy |
357,914
+2,222
| +0.6% | +$493K | 0.19% | 139 |
|
|
2021
Q2 | $78.3M | Buy |
355,692
+82,479
| +30% | +$18.2M | 0.2% | 129 |
|
|
2021
Q1 | $57.2M | Sell |
273,213
-8,947
| -3% | -$1.77M | 0.16% | 163 |
|
|
2020
Q4 | $56.2M | Sell |
282,160
-108,347
| -28% | -$20.6M | 0.17% | 161 |
|
|
2020
Q3 | $71.2M | Buy |
390,507
+13,355
| +4% | +$2.31M | 0.24% | 101 |
|
|
2020
Q2 | $59.6M | Sell |
377,152
-7,316
| -2% | -$1.12M | 0.22% | 122 |
|
|
2020
Q1 | $53.1M | Sell |
384,468
-14,750
| -4% | -$2.31M | 0.24% | 105 |
|
|
2019
Q4 | $68.7M | Buy |
399,218
+23,563
| +6% | +$3.81M | 0.25% | 105 |
|
|
2019
Q3 | $61.6M | Sell |
375,655
-1,623
| -0.4% | -$269K | 0.24% | 107 |
|
|
2019
Q2 | $64.9M | Buy |
377,278
+10,506
| +3% | +$1.65M | 0.25% | 93 |
|
|
2019
Q1 | $55.7M | Buy |
366,772
+156,655
| +75% | +$22.1M | 0.33% | 81 |
|
|
2018
Q4 | $26.5M | Buy |
+210,117
| New | +$28.1M | 0.18% | 153 |
|
|
2017
Q4 | – | Sell |
-2,204
| Closed | -$268K | – | 1281 |
|
|
2017
Q3 | $268K | Buy |
+2,204
| New | +$257K | ﹤0.01% | 1125 |
|
Other funds holding IEX
VCM
VPM
Baird Financial Group's IEX Position: Q1 2026 in Review
Baird Financial Group increased its IDEX (IEX) stake by 4% in Q1 2026, buying an estimated $91.2K and bringing the position to 12,018 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1003.
Baird Financial Group first reported a position in IEX in Q3 2017 and has held it in 31 quarters since. The position peaked at $109M in Q1 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- Baird Financial Group held 12,018 shares of IDEX worth $2.28M as of Q1 2026.
- Baird Financial Group bought 462 IDEX shares in Q1 2026, an estimated $91.2K.
- IDEX made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1003 holding.
- Baird Financial Group first reported a position in IDEX in Q3 2017 and has held it in 31 quarters since.
- Baird Financial Group's IDEX position peaked at $109M in Q1 2023.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.