Baker Avenue Asset Management’s IDEX IEX Stock Holding History

Baker Avenue Asset 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 Q2	$224K	Buy	+987	New	+$209K	﹤0.01%	755
2023 Q3	–	Sell	-2	Closed	-$431	–	1643
2023 Q2	$431	Sell	2 -57	-97%	-$12K	﹤0.01%	1469
2023 Q1	$13.6K	Hold	59	–	–	﹤0.01%	720
2022 Q4	$13.5K	Buy	+59	New	+$13.2K	﹤0.01%	678

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Baker Avenue Asset Management's IEX Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in IDEX (IEX) in Q2 2026: 987 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in IEX as recently as Q2 2023.

Baker Avenue Asset Management first reported a position in IEX in Q4 2022 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Baker Avenue Asset Management held 987 shares of IDEX worth $224K as of Q2 2026.
IDEX was a new Baker Avenue Asset Management position in Q2 2026.
IDEX made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #755 holding.
Baker Avenue Asset Management first reported a position in IDEX in Q4 2022 and has held it in 4 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.