Bank Julius Baer & Co
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Bank Julius Baer & Co’s IDEX IEX Stock Holding History

Bank Julius Baer & Co’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
Q1 		$227K Hold
1,200
– – ﹤0.01% 490
2025
Q4 		$214K Sell
1,200
-12,563
-91% -$2.15M ﹤0.01% 482
2025
Q3 		$2.24M Sell
13,763
-16,596
-55% -$2.8M 0.01% 316
2025
Q2 		$5.33M Sell
30,359
-5,450
-15% -$966K 0.02% 236
2025
Q1 		$6.48M Sell
35,809
-34,334
-49% -$6.83M 0.02% 227
2024
Q4 		$14.8M Buy
70,143
+8,888
+15% +$1.95M 0.05% 178
2024
Q3 		$13.4M Buy
61,255
+58,147
+1,871% +$11.7M 0.05% 168
2024
Q2 		$696K Buy
3,108
+102
+3% +$22.3K ﹤0.01% 257
2024
Q1 		$734K Buy
3,006
+536
+22% +$121K ﹤0.01% 288
2023
Q4 		$536K Sell
2,470
-1,511
-38% -$305K ﹤0.01% 325
2023
Q3 		$828K Buy
3,981
+120
+3% +$26K ﹤0.01% 277
2023
Q2 		$831K Sell
3,861
-1,180
-23% -$248K ﹤0.01% 284
2023
Q1 		$1.17M Sell
5,041
-116
-2% -$26.3K 0.01% 256
2022
Q4 		$1.18M Sell
5,157
-4,464
-46% -$998K 0.01% 247
2022
Q3 		$1.92M Buy
9,621
+3,264
+51% +$660K 0.01% 194
2022
Q2 		$1.16M Hold
6,357
– – 0.01% 257
2022
Q1 		$1.22M Hold
6,357
– – 0.01% 263
2021
Q4 		$1.5M Buy
6,357
+736
+13% +$167K 0.01% 300
2021
Q3 		$1.16M Hold
5,621
– – 0.01% 313
2021
Q2 		$1.24M Buy
5,621
+703
+14% +$155K 0.01% 324
2021
Q1 		$1.03M Buy
4,918
+2,117
+76% +$420K 0.01% 340
2020
Q4 		$558K Buy
2,801
+1
+0% +$190 ﹤0.01% 433
2020
Q3 		$511K Hold
2,800
– – 0.01% 384
2020
Q2 		$443K Buy
2,800
+1,600
+133% +$245K 0.01% 374
2020
Q1 		$166K Buy
+1,200
New +$188K ﹤0.01% 419

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank Julius Baer & Co's IEX Position: Q1 2026 in Review

Bank Julius Baer & Co held its IDEX (IEX) position steady in Q1 2026 at 1,200 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Bank Julius Baer & Co first reported a position in IEX in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q4 2024. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Bank Julius Baer & Co held 1,200 shares of IDEX worth $227K as of Q1 2026.
  • Bank Julius Baer & Co left its IDEX share count unchanged in Q1 2026.
  • IDEX made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #490 holding.
  • Bank Julius Baer & Co first reported a position in IDEX in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's IDEX position peaked at $14.8M in Q4 2024.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.