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Birchbrook’s IDEX IEX Stock Holding History

Birchbrook’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 		$535 Hold
2
– – ﹤0.01% 287
2026
Q1 		$447 Hold
2
– – ﹤0.01% 273
2025
Q4 		$420 Hold
2
– – ﹤0.01% 281
2025
Q3 		$384 Hold
2
– – ﹤0.01% 254
2025
Q2 		$414 Hold
2
– – ﹤0.01% 258
2025
Q1 		$427 Hold
2
– – ﹤0.01% 250
2024
Q4 		$494 Hold
2
– – ﹤0.01% 275
2024
Q3 		$506 Hold
2
– – ﹤0.01% 250
2024
Q2 		$475 Buy
+2
New +$437 ﹤0.01% 251

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

Birchbrook's IEX Position: Q2 2026 in Review

Birchbrook held its IDEX (IEX) position steady in Q2 2026 at 2 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Birchbrook first reported a position in IEX in Q2 2024 and has held it in 9 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Birchbrook held 2 shares of IDEX worth $535 as of Q2 2026.
  • Birchbrook left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #287 holding.
  • Birchbrook first reported a position in IDEX in Q2 2024 and has held it in 9 quarters since.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.