Citadel Advisors’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.26M Buy
11,900
+8,200
+222% +$1.62M ﹤0.01% 5840
2025
Q4
$658K Buy
3,700
+1,400
+61% +$239K ﹤0.01% 8346
2025
Q3
$374K Buy
2,300
+500
+28% +$84.4K ﹤0.01% 9829
2025
Q2
$316K Buy
1,800
+1,000
+125% +$177K ﹤0.01% 9694
2025
Q1
$145K Sell
800
-2,000
-71% -$398K ﹤0.01% 10931
2024
Q4
$586K Buy
2,800
+1,100
+65% +$241K ﹤0.01% 8207
2024
Q3
$365K Buy
1,700
+700
+70% +$141K ﹤0.01% 8905
2024
Q2
$201K Sell
1,000
-3,700
-79% -$808K ﹤0.01% 9927
2024
Q1
$1.15M Buy
4,700
+800
+21% +$181K ﹤0.01% 6649
2023
Q4
$847K Sell
3,900
-4,900
-56% -$988K ﹤0.01% 7002
2023
Q3
$1.83M Buy
8,800
+7,100
+418% +$1.54M ﹤0.01% 5377
2023
Q2
$366K Buy
1,700
+1,000
+143% +$210K ﹤0.01% 8609
2023
Q1
$162K Sell
700
-11,400
-94% -$2.59M ﹤0.01% 10514
2022
Q4
$2.76M Buy
12,100
+6,900
+133% +$1.54M ﹤0.01% 4888
2022
Q3
$1.04M Sell
5,200
-127,700
-96% -$25.8M ﹤0.01% 6900
2022
Q2
$24.1M Buy
132,900
+121,200
+1,036% +$22.8M 0.01% 1654
2022
Q1
$2.24M Buy
11,700
+8,100
+225% +$1.64M ﹤0.01% 5836
2021
Q4
$851K Buy
+3,600
New +$818K ﹤0.01% 8350
2021
Q3
Sell
-3,300
Closed -$726K 14193
2021
Q2
$726K Sell
3,300
-10,300
-76% -$2.28M ﹤0.01% 9172
2021
Q1
$2.85M Buy
13,600
+10,400
+325% +$2.06M ﹤0.01% 5565
2020
Q4
$637K Sell
3,200
-4,900
-60% -$932K ﹤0.01% 7692
2020
Q3
$1.48M Sell
8,100
-13,700
-63% -$2.37M ﹤0.01% 5296
2020
Q2
$3.44M Buy
21,800
+9,800
+82% +$1.5M ﹤0.01% 3622
2020
Q1
$1.66M Buy
12,000
+5,700
+90% +$894K ﹤0.01% 4453
2019
Q4
$1.08M Sell
6,300
-5,100
-45% -$825K ﹤0.01% 5441
2019
Q3
$1.87M Buy
11,400
+4,600
+68% +$763K ﹤0.01% 4583
2019
Q2
$1.17M Buy
6,800
+1,100
+19% +$173K ﹤0.01% 5445
2019
Q1
$865K Sell
5,700
-4,100
-42% -$580K ﹤0.01% 5846
2018
Q4
$1.24M Sell
9,800
-13,300
-58% -$1.78M ﹤0.01% 4982
2018
Q3
$3.48M Sell
23,100
-3,300
-13% -$492K ﹤0.01% 3502
2018
Q2
$3.6M Buy
26,400
+3,900
+17% +$545K ﹤0.01% 3231
2018
Q1
$3.21M Buy
22,500
+14,300
+174% +$2M ﹤0.01% 3051
2017
Q4
$1.08M Buy
+8,200
New +$1.06M ﹤0.01% 4552
2016
Q3
Sell
-6,600
Closed -$542K 7437
2016
Q2
$542K Buy
+6,600
New +$549K ﹤0.01% 4368
2016
Q1
Sell
-2,700
Closed -$207K 7305
2015
Q4
$207K Buy
2,700
+900
+50% +$69K ﹤0.01% 5764
2015
Q3
$128K Sell
1,800
-3,200
-64% -$236K ﹤0.01% 6696
2015
Q2
$393K Sell
5,000
-5,600
-53% -$434K ﹤0.01% 5343
2015
Q1
$804K Buy
+10,600
New +$798K ﹤0.01% 4235

Other funds holding IEX

Citadel Advisors's IEX Position: Q1 2026 in Review

Citadel Advisors increased its IDEX (IEX) stake by 46% in Q1 2026, buying an estimated $50.1M and bringing the position to 808,651 shares worth $153M. The position accounts for 0.02% of the portfolio, ranked #576.

Citadel Advisors first reported a position in IEX in Q3 2013 and has held it in 50 quarters since. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Citadel Advisors held 808,651 shares of IDEX worth $153M as of Q1 2026.
  • Citadel Advisors bought 253,830 IDEX shares in Q1 2026, an estimated $50.1M.
  • IDEX made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #576 holding.
  • Citadel Advisors first reported a position in IDEX in Q3 2013 and has held it in 50 quarters since.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.