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Covestor’s IDEX IEX Stock Holding History

Covestor’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 		$62K Sell
272
-7
-3% -$1.48K 0.04% 673
2026
Q1 		$53K Sell
279
-335
-55% -$66.1K 0.04% 680
2025
Q4 		$109K Buy
614
+272
+80% +$46.5K 0.06% 531
2025
Q3 		$56K Sell
342
-130
-28% -$22K 0.03% 853
2025
Q2 		$83K Buy
472
+146
+45% +$25.9K 0.05% 660
2025
Q1 		$59K Sell
326
-372
-53% -$74.1K 0.04% 777
2024
Q4 		$146K Buy
698
+6
+0.9% +$1.31K 0.09% 303
2024
Q3 		$148K Buy
692
+165
+31% +$33.3K 0.09% 317
2024
Q2 		$106K Sell
527
-19
-3% -$4.15K 0.07% 447
2024
Q1 		$133K Buy
546
+206
+61% +$46.5K 0.08% 340
2023
Q4 		$74K Buy
340
+34
+11% +$6.86K 0.05% 672
2023
Q3 		$64K Buy
306
+48
+19% +$10.4K 0.05% 651
2023
Q2 		$56K Sell
258
-19
-7% -$3.99K 0.04% 736
2023
Q1 		$64K Buy
277
+38
+16% +$8.63K 0.06% 614
2022
Q4 		$55K Sell
239
-256
-52% -$57.2K 0.04% 692
2022
Q3 		$99K Buy
495
+52
+12% +$10.5K 0.09% 357
2022
Q2 		$81K Buy
443
+160
+57% +$30.1K 0.06% 522
2022
Q1 		$54K Buy
283
+17
+6% +$3.45K 0.04% 781
2021
Q4 		$63K Buy
+266
New +$60.4K 0.09% 401

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

Covestor's IEX Position: Q2 2026 in Review

Covestor reduced its IDEX (IEX) stake by 2.5% in Q2 2026, selling an estimated $1.48K and leaving 272 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #673.

Covestor first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q3 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Covestor held 272 shares of IDEX worth $62K as of Q2 2026.
  • Covestor sold 7 IDEX shares in Q2 2026, an estimated $1.48K.
  • IDEX made up 0.04% of Covestor's portfolio in Q2 2026, its #673 holding.
  • Covestor first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • Covestor's IDEX position peaked at $148K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.