Birchbrook
IEX icon

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
Q3 		$538 Hold
2
– – ﹤0.01% 279
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Birchbrook's IEX Position: Q3 2026 in Review

Birchbrook held its IDEX (IEX) position steady in Q3 2026 at 2 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Birchbrook first reported a position in IEX in Q2 2024 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Birchbrook held 2 shares of IDEX worth $538 as of Q3 2026.
  • Birchbrook left its IDEX share count unchanged in Q3 2026.
  • IDEX made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #279 holding.
  • Birchbrook first reported a position in IDEX in Q2 2024 and has held it in 10 quarters since.
  • 221 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.