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BOK Financial’s IDEX IEX Stock Holding History

BOK Financial’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
Q1 		– Sell
-6,586
Closed -$1.17M – 1076
2025
Q4 		$1.17M Sell
6,586
-267
-4% -$45.6K 0.02% 402
2025
Q3 		$1.12M Sell
6,853
-13
-0.2% -$2.2K 0.02% 426
2025
Q2 		$1.21M Sell
6,866
-2,713
-28% -$481K 0.02% 424
2025
Q1 		$1.73M Buy
9,579
+12
+0.1% +$2.39K 0.03% 364
2024
Q4 		$1.97M Buy
9,567
+3
+0% +$657 0.03% 336
2024
Q3 		$2.02M Sell
9,564
-2,100
-18% -$423K 0.04% 328
2024
Q2 		$2.35M Sell
11,664
-1,897
-14% -$414K 0.04% 319
2024
Q1 		$3.27M Buy
13,561
+11
+0.1% +$2.48K 0.06% 278
2023
Q4 		$2.94M Buy
13,550
+45
+0.3% +$9.08K 0.06% 279
2023
Q3 		$2.58M Sell
13,505
-2,542
-16% -$551K 0.06% 280
2023
Q2 		$3.45M Sell
16,047
-294
-2% -$61.8K 0.07% 250
2023
Q1 		$3.78M Sell
16,341
-2,037
-11% -$462K 0.08% 230
2022
Q4 		$4.2M Buy
18,378
+92
+0.5% +$20.6K 0.08% 237
2022
Q3 		$3.65M Buy
18,286
+216
+1% +$43.7K 0.07% 245
2022
Q2 		$3.28M Buy
18,070
+166
+0.9% +$31.3K 0.06% 267
2022
Q1 		$3.43M Sell
17,904
-6,429
-26% -$1.3M 0.06% 283
2021
Q4 		$5.75M Buy
24,333
+209
+0.9% +$47.5K 0.09% 216
2021
Q3 		$4.99M Buy
+24,124
New +$5.36M 0.09% 228
2021
Q1 		$5.26M Buy
25,124
+5,691
+29% +$1.13M 0.1% 206
2020
Q4 		$3.87M Buy
19,433
+782
+4% +$149K 0.07% 251
2020
Q3 		$3.4M Buy
18,651
+2,111
+13% +$366K 0.07% 240
2020
Q2 		$2.61M Buy
16,540
+308
+2% +$47.1K 0.06% 271
2020
Q1 		$2.24M Sell
16,232
-964
-6% -$151K 0.06% 271
2019
Q4 		$2.96M Buy
17,196
+1,727
+11% +$279K 0.07% 280
2019
Q3 		$2.54M Buy
+15,469
New +$2.57M 0.06% 305

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BOK Financial's IEX Position: Q1 2026 in Review

BOK Financial sold out of IDEX (IEX) in Q1 2026, closing a stake of 6,586 shares — an estimated $1.17M sold.

BOK Financial first reported a position in IEX in Q3 2019 and held it in 25 quarters. The position peaked at $5.75M in Q4 2021. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • BOK Financial reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 6,586 IDEX shares in Q1 2026, an estimated $1.17M.
  • BOK Financial first reported a position in IDEX in Q3 2019 and held it in 25 quarters.
  • BOK Financial's IDEX position peaked at $5.75M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.