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Blue Trust Inc’s IDEX IEX Stock Holding History

Blue Trust Inc’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 		$90.3K Buy
398
+6
+2% +$1.27K ﹤0.01% 1091
2026
Q1 		$74.3K Sell
392
-129
-25% -$25.5K ﹤0.01% 1161
2025
Q4 		$92.7K Buy
521
+43
+9% +$7.35K ﹤0.01% 1102
2025
Q3 		$77.8K Buy
478
+32
+7% +$5.41K ﹤0.01% 1184
2025
Q2 		$78.3K Buy
446
+79
+22% +$14K ﹤0.01% 1154
2025
Q1 		$66.4K Buy
367
+45
+14% +$8.96K ﹤0.01% 1196
2024
Q4 		$67.4K Sell
322
-159
-33% -$34.8K ﹤0.01% 1111
2024
Q3 		$96.8K Buy
481
+142
+42% +$28.6K ﹤0.01% 1239
2024
Q2 		$82.7K Buy
339
+316
+1,374% +$69K ﹤0.01% 1045
2024
Q1 		$5.61K Sell
23
-49
-68% -$11.1K ﹤0.01% 1611
2023
Q4 		$15K Sell
72
-629
-90% -$127K ﹤0.01% 1423
2023
Q3 		$151K Buy
701
+50
+8% +$10.8K ﹤0.01% 507
2023
Q2 		$150K Sell
651
-26
-4% -$5.47K ﹤0.01% 413
2023
Q1 		$155K Sell
677
-7
-1% -$1.59K ﹤0.01% 629
2022
Q4 		$137K Buy
684
+651
+1,973% +$145K ﹤0.01% 567
2022
Q3 		$6K Buy
+33
New +$6.67K ﹤0.01% 1514

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

Blue Trust Inc's IEX Position: Q2 2026 in Review

Blue Trust Inc increased its IDEX (IEX) stake by 1.5% in Q2 2026, buying an estimated $1.27K and bringing the position to 398 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Blue Trust Inc first reported a position in IEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $155K in Q1 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Blue Trust Inc held 398 shares of IDEX worth $90.3K as of Q2 2026.
  • Blue Trust Inc bought 6 IDEX shares in Q2 2026, an estimated $1.27K.
  • IDEX made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1091 holding.
  • Blue Trust Inc first reported a position in IDEX in Q3 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's IDEX position peaked at $155K in Q1 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.