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Bruce G. Allen Investments’s IDEX IEX Stock Holding History

Bruce G. Allen 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 		$6.13K Hold
27
– – ﹤0.01% 543
2026
Q1 		$5.12K Hold
27
– – ﹤0.01% 563
2025
Q4 		$4.8K Hold
27
– – ﹤0.01% 567
2025
Q3 		$4.39K Hold
27
– – ﹤0.01% 582
2025
Q2 		$4.74K Sell
27
-15
-36% -$2.66K ﹤0.01% 576
2025
Q1 		$7.6K Sell
42
-8
-16% -$1.59K 0.01% 497
2024
Q4 		$10.5K Hold
50
– – 0.01% 468
2024
Q3 		$10.7K Hold
50
– – 0.01% 471
2024
Q2 		$10.1K Sell
50
-3
-6% -$655 0.01% 465
2024
Q1 		$12.9K Hold
53
– – 0.01% 433
2023
Q4 		$11.5K Buy
+53
New +$10.7K 0.01% 450

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

Bruce G. Allen Investments's IEX Position: Q2 2026 in Review

Bruce G. Allen Investments held its IDEX (IEX) position steady in Q2 2026 at 27 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Bruce G. Allen Investments first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Bruce G. Allen Investments held 27 shares of IDEX worth $6.13K as of Q2 2026.
  • Bruce G. Allen Investments left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #543 holding.
  • Bruce G. Allen Investments first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's IDEX position peaked at $12.9K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.