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Brinker Capital Investments’s IDEX IEX Stock Holding History

Brinker Capital Investments’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 		$216K Buy
+951
New +$201K ﹤0.01% 1786
2025
Q4 		– Sell
-2,414
Closed -$393K – 2149
2025
Q3 		$393K Sell
2,414
-7,974
-77% -$1.35M ﹤0.01% 1652
2025
Q2 		$1.82M Sell
10,388
-203
-2% -$36K 0.02% 841
2025
Q1 		$1.92M Buy
10,591
+72
+0.7% +$14.3K 0.02% 734
2024
Q4 		$2.2M Sell
10,519
-649
-6% -$142K 0.02% 645
2024
Q3 		$2.4M Sell
11,168
-589
-5% -$119K 0.02% 601
2024
Q2 		$2.37M Sell
11,757
-871
-7% -$190K 0.03% 573
2024
Q1 		$3.08M Buy
12,628
+3,008
+31% +$679K 0.03% 461
2023
Q4 		$2.03M Sell
9,620
-3,630
-27% -$732K 0.02% 624
2023
Q3 		$2.76M Buy
13,250
+2,684
+25% +$582K 0.03% 476
2023
Q2 		$2.27M Buy
10,566
+5,556
+111% +$1.17M 0.02% 597
2023
Q1 		$1.16M Sell
5,010
-271
-5% -$61.5K 0.01% 811
2022
Q4 		$1.21M Sell
5,281
-272
-5% -$60.8K 0.02% 666
2022
Q3 		$1.11M Buy
5,553
+8
+0.1% +$1.62K 0.02% 672
2022
Q2 		$1.01M Buy
5,545
+59
+1% +$11.1K 0.02% 741
2022
Q1 		$1.05M Sell
5,486
-107
-2% -$21.7K 0.02% 781
2021
Q4 		$1.32M Buy
5,593
+170
+3% +$38.6K 0.02% 714
2021
Q3 		$1.19M Hold
5,423
– – 0.02% 713
2021
Q2 		$1.19M Buy
5,423
+992
+22% +$219K 0.02% 764
2021
Q1 		$928K Sell
4,431
-4,291
-49% -$851K 0.01% 726
2020
Q4 		$1.74M Buy
8,722
+4,038
+86% +$768K 0.03% 582
2020
Q3 		$854K Buy
+4,684
New +$811K 0.01% 732

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's IEX Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in IDEX (IEX) in Q2 2026: 951 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in IEX as recently as Q3 2025.

Brinker Capital Investments first reported a position in IEX in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.08M in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Brinker Capital Investments held 951 shares of IDEX worth $216K as of Q2 2026.
  • IDEX was a new Brinker Capital Investments position in Q2 2026.
  • IDEX made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1786 holding.
  • Brinker Capital Investments first reported a position in IDEX in Q3 2020 and has held it in 22 quarters since.
  • Brinker Capital Investments's IDEX position peaked at $3.08M in Q1 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.