Boston Trust Walden’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $88.6M | Sell |
390,195
-62,519
| -14% | -$13.2M | 0.67% | 44 |
|
|
2026
Q1 | $85.8M | Sell |
452,714
-9,989
| -2% | -$1.97M | 0.71% | 35 |
|
|
2025
Q4 | $82.3M | Buy |
462,703
+80,457
| +21% | +$13.7M | 0.62% | 46 |
|
|
2025
Q3 | $62.2M | Buy |
382,246
+729
| +0.2% | +$123K | 0.46% | 81 |
|
|
2025
Q2 | $67M | Buy |
381,517
+109,043
| +40% | +$19.3M | 0.48% | 73 |
|
|
2025
Q1 | $49.3M | Buy |
272,474
+40,460
| +17% | +$8.05M | 0.36% | 111 |
|
|
2024
Q4 | $48.6M | Buy |
232,014
+8,550
| +4% | +$1.87M | 0.34% | 118 |
|
|
2024
Q3 | $47.9M | Sell |
223,464
-428
| -0.2% | -$86.3K | 0.33% | 122 |
|
|
2024
Q2 | $45M | Buy |
223,892
+7,222
| +3% | +$1.58M | 0.33% | 122 |
|
|
2024
Q1 | $52.9M | Buy |
216,670
+15,518
| +8% | +$3.5M | 0.38% | 106 |
|
|
2023
Q4 | $43.7M | Buy |
201,152
+106,431
| +112% | +$21.5M | 0.33% | 119 |
|
|
2023
Q3 | $19.7M | Buy |
94,721
+523
| +0.6% | +$113K | 0.17% | 163 |
|
|
2023
Q2 | $20.3M | Buy |
94,198
+6,193
| +7% | +$1.3M | 0.17% | 165 |
|
|
2023
Q1 | $20.3M | Buy |
88,005
+2,251
| +3% | +$511K | 0.18% | 169 |
|
|
2022
Q4 | $19.6M | Buy |
85,754
+1,429
| +2% | +$319K | 0.17% | 171 |
|
|
2022
Q3 | $16.9M | Buy |
+84,325
| New | +$17M | 0.17% | 175 |
|
|
2021
Q1 | – | Sell |
-1,970
| Closed | -$392K | – | 373 |
|
|
2020
Q4 | $392K | Sell |
1,970
-47,977
| -96% | -$9.12M | ﹤0.01% | 331 |
|
|
2020
Q3 | $9.11M | Sell |
49,947
-59,136
| -54% | -$10.2M | 0.11% | 197 |
|
|
2020
Q2 | $17.2M | Buy |
109,083
+16,034
| +17% | +$2.45M | 0.23% | 142 |
|
|
2020
Q1 | $12.9M | Buy |
93,049
+5,936
| +7% | +$931K | 0.2% | 150 |
|
|
2019
Q4 | $15M | Buy |
87,113
+2,776
| +3% | +$449K | 0.17% | 171 |
|
|
2019
Q3 | $13.8M | Buy |
84,337
+1,018
| +1% | +$169K | 0.17% | 174 |
|
|
2019
Q2 | $14.3M | Sell |
83,319
-96
| -0.1% | -$15.1K | 0.19% | 160 |
|
|
2019
Q1 | $12.7M | Buy |
83,415
+3,479
| +4% | +$492K | 0.17% | 165 |
|
|
2018
Q4 | $10.1M | Buy |
79,936
+7,311
| +10% | +$979K | 0.16% | 177 |
|
|
2018
Q3 | $10.9M | Buy |
72,625
+1,118
| +2% | +$167K | 0.15% | 181 |
|
|
2018
Q2 | $9.76M | Buy |
71,507
+4,375
| +7% | +$611K | 0.14% | 185 |
|
|
2018
Q1 | $9.57M | Sell |
67,132
-4,307
| -6% | -$601K | 0.15% | 186 |
|
|
2017
Q4 | $9.43M | Buy |
71,439
+1,437
| +2% | +$185K | 0.14% | 193 |
|
|
2017
Q3 | $8.5M | Buy |
70,002
+1,258
| +2% | +$147K | 0.13% | 195 |
|
|
2017
Q2 | $7.77M | Buy |
68,744
+2,075
| +3% | +$218K | 0.12% | 192 |
|
|
2017
Q1 | $6.23M | Sell |
66,669
-992
| -1% | -$91.1K | 0.1% | 213 |
|
|
2016
Q4 | $6.09M | Buy |
67,661
+2,406
| +4% | +$218K | 0.1% | 212 |
|
|
2016
Q3 | $6.11M | Sell |
65,255
-4,120
| -6% | -$372K | 0.1% | 207 |
|
|
2016
Q2 | $5.7M | Sell |
69,375
-1,297
| -2% | -$108K | 0.1% | 214 |
|
|
2016
Q1 | $5.86M | Sell |
70,672
-312
| -0.4% | -$23.4K | 0.1% | 213 |
|
|
2015
Q4 | $5.44M | Buy |
70,984
+2,054
| +3% | +$157K | 0.1% | 211 |
|
|
2015
Q3 | $4.92M | Sell |
68,930
-50
| -0.1% | -$3.68K | 0.08% | 224 |
|
|
2015
Q2 | $5.42M | Buy |
68,980
+3,689
| +6% | +$286K | 0.08% | 219 |
|
|
2015
Q1 | $4.95M | Sell |
65,291
-1,377
| -2% | -$104K | 0.07% | 216 |
|
|
2014
Q4 | $5.19M | Sell |
66,668
-497
| -0.7% | -$37K | 0.08% | 212 |
|
|
2014
Q3 | $4.86M | Sell |
67,165
-539
| -0.8% | -$41.6K | 0.08% | 209 |
|
|
2014
Q2 | $5.47M | Sell |
67,704
-288
| -0.4% | -$21.8K | 0.08% | 200 |
|
|
2014
Q1 | $4.96M | Buy |
67,992
+2,949
| +5% | +$215K | 0.07% | 200 |
|
|
2013
Q4 | $4.8M | Sell |
65,043
-29
| -0% | -$2.02K | 0.07% | 201 |
|
|
2013
Q3 | $4.25M | Sell |
65,072
-57,778
| -47% | -$3.49M | 0.07% | 203 |
|
|
2013
Q2 | $6.61M | Buy |
+122,850
| New | +$6.55M | 0.11% | 183 |
|
Other funds holding IEX
Boston Trust Walden's IEX Position: Q2 2026 in Review
Boston Trust Walden reduced its IDEX (IEX) stake by 14% in Q2 2026, selling an estimated $13.2M and leaving 390,195 shares worth $88.6M. The position accounts for 0.67% of the portfolio, ranked #44.
Boston Trust Walden first reported a position in IEX in Q2 2013 and has held it in 47 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Boston Trust Walden held 390,195 shares of IDEX worth $88.6M as of Q2 2026.
- Boston Trust Walden sold 62,519 IDEX shares in Q2 2026, an estimated $13.2M.
- IDEX made up 0.67% of Boston Trust Walden's portfolio in Q2 2026, its #44 holding.
- Boston Trust Walden first reported a position in IDEX in Q2 2013 and has held it in 47 quarters since.
- 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.