CI Investments Inc
IEX icon

CI Investments Inc’s IDEX IEX Stock Holding History

CI Investments Inc’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 		$417K Buy
+1,836
New +$388K ﹤0.01% 665
2025
Q4 		– Sell
-2,288
Closed -$372K – 936
2025
Q3 		$372K Sell
2,288
-195
-8% -$32.9K ﹤0.01% 573
2025
Q2 		$436K Sell
2,483
-59
-2% -$10.5K ﹤0.01% 541
2025
Q1 		$460K Buy
2,542
+221
+10% +$44K ﹤0.01% 531
2024
Q4 		$486K Buy
2,321
+1,704
+276% +$373K ﹤0.01% 517
2024
Q3 		$132K Buy
617
+66
+12% +$13.3K ﹤0.01% 775
2024
Q2 		$111K Sell
551
-11
-2% -$2.4K ﹤0.01% 783
2024
Q1 		$137K Buy
562
+91
+19% +$20.6K ﹤0.01% 802
2023
Q4 		$102K Sell
471
-227
-33% -$45.8K ﹤0.01% 830
2023
Q3 		$145K Buy
698
+22
+3% +$4.77K ﹤0.01% 740
2023
Q2 		$146K Buy
676
+19
+3% +$3.99K ﹤0.01% 695
2023
Q1 		$152K Sell
657
-26
-4% -$5.9K ﹤0.01% 645
2022
Q4 		$156K Buy
683
+57
+9% +$12.7K ﹤0.01% 656
2022
Q3 		$125K Buy
626
+80
+15% +$16.2K ﹤0.01% 666
2022
Q2 		$99K Sell
546
-210
-28% -$39.6K ﹤0.01% 721
2022
Q1 		$145K Sell
756
-699
-48% -$142K ﹤0.01% 785
2021
Q4 		$344K Sell
1,455
-103
-7% -$23.4K ﹤0.01% 662
2021
Q3 		$322K Sell
1,558
-16
-1% -$3.55K ﹤0.01% 664
2021
Q2 		$346K Buy
1,574
+397
+34% +$87.7K ﹤0.01% 664
2021
Q1 		$246K Sell
1,177
-354
-23% -$70.2K ﹤0.01% 638
2020
Q4 		$305K Buy
1,531
+67
+5% +$12.7K ﹤0.01% 605
2020
Q3 		$267K Buy
1,464
+597
+69% +$103K ﹤0.01% 532
2020
Q2 		$137K Buy
867
+157
+22% +$24K ﹤0.01% 549
2020
Q1 		$98K Sell
710
-419
-37% -$65.7K ﹤0.01% 526
2019
Q4 		$194K Buy
1,129
+27
+2% +$4.37K ﹤0.01% 561
2019
Q3 		$181K Buy
+1,102
New +$183K ﹤0.01% 547

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

CI Investments Inc's IEX Position: Q2 2026 in Review

CI Investments Inc opened a new position in IDEX (IEX) in Q2 2026: 1,836 shares worth $417K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in IEX as recently as Q3 2025.

CI Investments Inc first reported a position in IEX in Q3 2019 and has held it in 26 quarters since. The position peaked at $486K in Q4 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • CI Investments Inc held 1,836 shares of IDEX worth $417K as of Q2 2026.
  • IDEX was a new CI Investments Inc position in Q2 2026.
  • IDEX made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #665 holding.
  • CI Investments Inc first reported a position in IDEX in Q3 2019 and has held it in 26 quarters since.
  • CI Investments Inc's IDEX position peaked at $486K in Q4 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.