BIG
IEX icon

Brooklyn Investment Group’s IDEX IEX Stock Holding History

Brooklyn Investment Group’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 		$604K Buy
3,185
+424
+15% +$83.7K 0.02% 891
2025
Q4 		$497K Buy
+2,761
New +$472K 0.02% 665
2025
Q3 		– Sell
-509
Closed -$89.4K – 1622
2025
Q2 		$89.4K Buy
509
+113
+29% +$20K 0.01% 999
2025
Q1 		$71.7K Buy
396
+1
+0.3% +$199 0.02% 626
2024
Q4 		$82.7K Sell
395
-5
-1% -$1.09K 0.02% 403
2024
Q3 		$85.8K Buy
+400
New +$80.6K 0.03% 375

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brooklyn Investment Group's IEX Position: Q1 2026 in Review

Brooklyn Investment Group increased its IDEX (IEX) stake by 15% in Q1 2026, buying an estimated $83.7K and bringing the position to 3,185 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #891.

Brooklyn Investment Group first reported a position in IEX in Q3 2024 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Brooklyn Investment Group held 3,185 shares of IDEX worth $604K as of Q1 2026.
  • Brooklyn Investment Group bought 424 IDEX shares in Q1 2026, an estimated $83.7K.
  • IDEX made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #891 holding.
  • Brooklyn Investment Group first reported a position in IDEX in Q3 2024 and has held it in 6 quarters since.
  • 676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.