Chevy Chase Trust
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Chevy Chase Trust’s IDEX IEX Stock Holding History

Chevy Chase Trust’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 		$8.15M Sell
35,912
-1,237
-3% -$262K 0.02% 444
2026
Q1 		$7.04M Sell
37,149
-800
-2% -$158K 0.02% 470
2025
Q4 		$6.75M Sell
37,949
-473
-1% -$80.8K 0.02% 477
2025
Q3 		$6.25M Sell
38,422
-1,482
-4% -$250K 0.02% 476
2025
Q2 		$7.01M Buy
39,904
+191
+0.5% +$33.9K 0.02% 462
2025
Q1 		$7.19M Sell
39,713
-24
-0.1% -$4.78K 0.02% 457
2024
Q4 		$8.32M Sell
39,737
-851
-2% -$186K 0.03% 436
2024
Q3 		$8.71M Sell
40,588
-809
-2% -$163K 0.03% 432
2024
Q2 		$8.33M Sell
41,397
-485
-1% -$106K 0.03% 426
2024
Q1 		$10.2M Sell
41,882
-362
-0.9% -$81.8K 0.03% 393
2023
Q4 		$9.17M Sell
42,244
-252
-0.6% -$50.8K 0.03% 408
2023
Q3 		$8.84M Sell
42,496
-983
-2% -$213K 0.03% 393
2023
Q2 		$9.36M Sell
43,479
-349
-0.8% -$73.4K 0.04% 389
2023
Q1 		$10.1M Buy
43,828
+449
+1% +$102K 0.04% 373
2022
Q4 		$9.9M Sell
43,379
-2,708
-6% -$605K 0.04% 371
2022
Q3 		$9.21M Buy
46,087
+187
+0.4% +$37.8K 0.04% 383
2022
Q2 		$8.34M Buy
45,900
+189
+0.4% +$35.6K 0.03% 418
2022
Q1 		$8.76M Buy
45,711
+114
+0.3% +$23.1K 0.03% 443
2021
Q4 		$10.8M Sell
45,597
-1,065
-2% -$242K 0.03% 407
2021
Q3 		$9.66M Sell
46,662
-1,722
-4% -$382K 0.03% 419
2021
Q2 		$10.6M Sell
48,384
-2,548
-5% -$563K 0.04% 414
2021
Q1 		$10.7M Sell
50,932
-3,788
-7% -$751K 0.04% 408
2020
Q4 		$10.9M Sell
54,720
-1,272
-2% -$242K 0.04% 389
2020
Q3 		$10.2M Sell
55,992
-4,674
-8% -$809K 0.04% 364
2020
Q2 		$9.59M Sell
60,666
-3,990
-6% -$610K 0.04% 377
2020
Q1 		$8.93M Buy
64,656
+1,099
+2% +$172K 0.04% 362
2019
Q4 		$10.9M Buy
63,557
+220
+0.3% +$35.6K 0.04% 403
2019
Q3 		$10.4M Buy
+63,337
New +$10.5M 0.04% 392

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 $3.37T AUM 44.26% 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

Chevy Chase Trust's IEX Position: Q2 2026 in Review

Chevy Chase Trust reduced its IDEX (IEX) stake by 3.3% in Q2 2026, selling an estimated $262K and leaving 35,912 shares worth $8.15M. The position accounts for 0.02% of the portfolio, ranked #444.

Chevy Chase Trust first reported a position in IEX in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.9M in Q4 2019. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Chevy Chase Trust held 35,912 shares of IDEX worth $8.15M as of Q2 2026.
  • Chevy Chase Trust sold 1,237 IDEX shares in Q2 2026, an estimated $262K.
  • IDEX made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #444 holding.
  • Chevy Chase Trust first reported a position in IDEX in Q3 2019 and has held it in 28 quarters since.
  • Chevy Chase Trust's IDEX position peaked at $10.9M in Q4 2019.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.