Blueshift Asset Management’s IDEX IEX Stock Holding History

Blueshift Asset 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
2025 Q4	–	Sell	-1,313	Closed	-$214K	–	556
2025 Q3	$214K	Sell	1,313 -3,727	-74%	-$629K	0.07%	382
2025 Q2	$885K	Buy	5,040 +1,943	+63%	+$344K	0.27%	81
2025 Q1	$560K	Buy	3,097 +1,673	+117%	+$333K	0.22%	127
2024 Q4	$298K	Buy	+1,424	New	+$312K	0.11%	256
2024 Q3	–	Sell	-3,335	Closed	-$671K	–	416
2024 Q2	$671K	Buy	+3,335	New	+$729K	0.23%	122
2023 Q3	–	Sell	-963	Closed	-$207K	–	350
2023 Q2	$207K	Buy	+963	New	+$202K	0.08%	296
2021 Q2	–	Sell	-4,314	Closed	-$903K	–	1032
2021 Q1	$903K	Buy	+4,314	New	+$855K	0.09%	297
2019 Q4	–	Sell	-3,602	Closed	-$590K	–	897
2019 Q3	$590K	Buy	+3,602	New	+$598K	0.09%	325
2019 Q2	–	Sell	-1,357	Closed	-$206K	–	818
2019 Q1	$206K	Buy	+1,357	New	+$192K	0.03%	617

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Blueshift Asset Management's IEX Position: Q4 2025 in Review

Blueshift Asset Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,313 shares — an estimated $214K sold.

Blueshift Asset Management first reported a position in IEX in Q1 2019 and held it in 9 quarters. The position peaked at $903K in Q1 2021. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Blueshift Asset Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Blueshift Asset Management sold 1,313 IDEX shares in Q4 2025, an estimated $214K.
Blueshift Asset Management first reported a position in IDEX in Q1 2019 and held it in 9 quarters.
Blueshift Asset Management's IDEX position peaked at $903K in Q1 2021.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Blueshift Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.