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Central Trust Company’s IDEX IEX Stock Holding History

Central Trust Company’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 		$53.3K Hold
281
– – ﹤0.01% 836
2025
Q4 		$50K Hold
281
– – ﹤0.01% 818
2025
Q3 		$45.7K Hold
281
– – ﹤0.01% 833
2025
Q2 		$49.3K Sell
281
-72
-20% -$12.8K ﹤0.01% 805
2025
Q1 		$63.9K Hold
353
– – ﹤0.01% 736
2024
Q4 		$73.9K Sell
353
-13
-4% -$2.85K ﹤0.01% 716
2024
Q3 		$78.5K Sell
366
-30
-8% -$6.05K ﹤0.01% 699
2024
Q2 		$79.7K Sell
396
-62
-14% -$13.5K ﹤0.01% 693
2024
Q1 		$112K Sell
458
-38
-8% -$8.58K ﹤0.01% 656
2023
Q4 		$108K Hold
496
– – ﹤0.01% 652
2023
Q3 		$103K Buy
496
+5
+1% +$1.08K ﹤0.01% 657
2023
Q2 		$106K Sell
491
-800
-62% -$168K ﹤0.01% 658
2023
Q1 		$298K Sell
1,291
-41
-3% -$9.31K 0.01% 473
2022
Q4 		$304K Buy
1,332
+938
+238% +$210K 0.01% 464
2022
Q3 		$79K Sell
394
-52
-12% -$10.5K ﹤0.01% 696
2022
Q2 		$81K Hold
446
– – ﹤0.01% 685
2022
Q1 		$86K Hold
446
– – ﹤0.01% 723
2021
Q4 		$105K Hold
446
– – ﹤0.01% 688
2021
Q3 		$92K Hold
446
– – ﹤0.01% 679
2021
Q2 		$98K Hold
446
– – ﹤0.01% 641
2021
Q1 		$93K Hold
446
– – ﹤0.01% 616
2020
Q4 		$89K Hold
446
– – ﹤0.01% 608
2020
Q3 		$81K Hold
446
– – ﹤0.01% 589
2020
Q2 		$70K Sell
446
-95
-18% -$14.5K ﹤0.01% 582
2020
Q1 		$75K Hold
541
– – ﹤0.01% 554
2019
Q4 		$93K Hold
541
– – ﹤0.01% 581
2019
Q3 		$89K Sell
541
-51
-9% -$8.46K 0.01% 560
2019
Q2 		$100K Hold
592
– – 0.01% 560
2019
Q1 		$90K Sell
592
-189
-24% -$26.7K 0.01% 549
2018
Q4 		$99K Hold
781
– – 0.01% 534
2018
Q3 		$118K Sell
781
-104
-12% -$15.5K 0.01% 539
2018
Q2 		$121K Sell
885
-613
-41% -$85.6K 0.01% 529
2018
Q1 		$213K Sell
1,498
-592
-28% -$82.6K 0.01% 453
2017
Q4 		$276K Sell
2,090
-332
-14% -$42.7K 0.02% 426
2017
Q3 		$294K Sell
2,422
-442
-15% -$51.6K 0.02% 396
2017
Q2 		$324K Sell
2,864
-282
-9% -$29.6K 0.02% 380
2017
Q1 		$294K Sell
3,146
-447
-12% -$41.1K 0.02% 384
2016
Q4 		$324K Sell
3,593
-223
-6% -$20.2K 0.02% 362
2016
Q3 		$357K Sell
3,816
-213
-5% -$19.2K 0.03% 332
2016
Q2 		$331K Sell
4,029
-164
-4% -$13.6K 0.02% 348
2016
Q1 		$348K Sell
4,193
-302
-7% -$22.6K 0.03% 337
2015
Q4 		$344K Sell
4,495
-268
-6% -$20.5K 0.03% 336
2015
Q3 		$340K Buy
4,763
+38
+0.8% +$2.8K 0.03% 327
2015
Q2 		$371K Buy
4,725
+89
+2% +$6.89K 0.03% 341
2015
Q1 		$352K Sell
4,636
-242
-5% -$18.2K 0.03% 338
2014
Q4 		$380K Sell
4,878
-41
-0.8% -$3.05K 0.03% 336
2014
Q3 		$356K Buy
4,919
+285
+6% +$22K 0.03% 346
2014
Q2 		$374K Sell
4,634
-86
-2% -$6.5K 0.03% 347
2014
Q1 		$344K Buy
4,720
+167
+4% +$12.2K 0.03% 353
2013
Q4 		$336K Buy
4,553
+63
+1% +$4.38K 0.03% 356
2013
Q3 		$293K Buy
4,490
+28
+0.6% +$1.69K 0.03% 360
2013
Q2 		$240K Buy
+4,462
New +$238K 0.02% 364

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

Central Trust Company's IEX Position: Q1 2026 in Review

Central Trust Company held its IDEX (IEX) position steady in Q1 2026 at 281 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Central Trust Company first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $380K in Q4 2014. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Central Trust Company held 281 shares of IDEX worth $53.3K as of Q1 2026.
  • Central Trust Company left its IDEX share count unchanged in Q1 2026.
  • IDEX made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #836 holding.
  • Central Trust Company first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • Central Trust Company's IDEX position peaked at $380K in Q4 2014.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.