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Bartlett & Co Wealth Management’s IDEX IEX Stock Holding History

Bartlett & Co Wealth 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
Q1 		$981K Sell
4,576
-85
-2% -$16.8K 0.01% 272
2025
Q4 		$829K Buy
4,661
+85
+2% +$14.5K 0.01% 285
2025
Q3 		$745K Buy
4,576
+25
+0.5% +$4.22K 0.01% 291
2025
Q2 		$799K Buy
4,551
+1
+0% +$177 0.01% 280
2025
Q1 		$823K Sell
4,550
-400
-8% -$79.6K 0.01% 273
2024
Q4 		$1.04M Hold
4,950
– – 0.02% 247
2024
Q3 		$1.06M Sell
4,950
-450
-8% -$90.7K 0.02% 247
2024
Q2 		$1.09M Hold
5,400
– – 0.02% 246
2024
Q1 		$1.32M Hold
5,400
– – 0.02% 238
2023
Q4 		$1.17M Hold
5,400
– – 0.02% 257
2023
Q3 		$1.12M Hold
5,400
– – 0.02% 252
2023
Q2 		$1.16M Sell
5,400
-250
-4% -$52.6K 0.02% 256
2023
Q1 		$1.31M Hold
5,650
– – 0.03% 208
2022
Q4 		$1.29M Hold
5,650
– – 0.03% 209
2022
Q3 		$1.13M Hold
5,650
– – 0.02% 209
2022
Q2 		$1.03M Hold
5,650
– – 0.02% 216
2022
Q1 		$1.08M Hold
5,650
– – 0.02% 223
2021
Q4 		$1.34M Buy
5,650
+2,500
+79% +$568K 0.02% 211
2021
Q3 		$652K Hold
3,150
– – 0.01% 233
2021
Q2 		$693K Sell
3,150
-100
-3% -$22.1K 0.01% 230
2021
Q1 		$680K Hold
3,250
– – 0.01% 228
2020
Q4 		$647K Sell
3,250
-150
-4% -$28.5K 0.01% 229
2020
Q3 		$620K Hold
3,400
– – 0.01% 225
2020
Q2 		$537K Hold
3,400
– – 0.01% 232
2020
Q1 		$470K Sell
3,400
-500
-13% -$78.4K 0.01% 236
2019
Q4 		$671K Hold
3,900
– – 0.02% 232
2019
Q3 		$639K Buy
+3,900
New +$647K 0.02% 235

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bartlett & Co Wealth Management's IEX Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its IDEX (IEX) stake by 1.8% in Q1 2026, selling an estimated $16.8K and leaving 4,576 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #272.

Bartlett & Co Wealth Management first reported a position in IEX in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2021. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Bartlett & Co Wealth Management held 4,576 shares of IDEX worth $981K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 85 IDEX shares in Q1 2026, an estimated $16.8K.
  • IDEX made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Bartlett & Co Wealth Management first reported a position in IDEX in Q3 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's IDEX position peaked at $1.34M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.