Blue Trust Inc
IEX icon

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
Q3 		$16.4K Sell
72
-326
-82% -$74.3K ﹤0.01% 1569
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% +$5.4K ﹤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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 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
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Blue Trust Inc's IEX Position: Q3 2026 in Review

Blue Trust Inc reduced its IDEX (IEX) stake by 82% in Q3 2026, selling an estimated $74.3K and leaving 72 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Blue Trust Inc first reported a position in IEX in Q3 2022 and has held it in 17 quarters since. The position peaked at $155K in Q1 2023. 173 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Blue Trust Inc held 72 shares of IDEX worth $16.4K as of Q3 2026.
  • Blue Trust Inc sold 326 IDEX shares in Q3 2026, an estimated $74.3K.
  • IDEX made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1569 holding.
  • Blue Trust Inc first reported a position in IDEX in Q3 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's IDEX position peaked at $155K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.