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Cromwell Holdings’s IDEX IEX Stock Holding History

Cromwell Holdings’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 		$47.4K Buy
209
+6
+3% +$1.27K 0.02% 492
2026
Q1 		$38.5K Buy
203
+4
+2% +$790 0.02% 505
2025
Q4 		$35.4K Buy
199
+58
+41% +$9.91K 0.02% 515
2025
Q3 		$22.9K Buy
141
+81
+135% +$13.7K 0.01% 569
2025
Q2 		$10.5K Sell
60
-71
-54% -$12.6K 0.01% 591
2025
Q1 		$23.7K Buy
131
+6
+5% +$1.19K 0.02% 551
2024
Q4 		$26.2K Sell
125
-22
-15% -$4.81K 0.02% 554
2024
Q3 		$31.5K Buy
147
+22
+18% +$4.43K 0.02% 532
2024
Q2 		$25.1K Buy
+125
New +$27.3K 0.02% 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

Cromwell Holdings's IEX Position: Q2 2026 in Review

Cromwell Holdings increased its IDEX (IEX) stake by 3% in Q2 2026, buying an estimated $1.27K and bringing the position to 209 shares worth $47.4K. The position accounts for 0.02% of the portfolio, ranked #492.

Cromwell Holdings first reported a position in IEX in Q2 2024 and has held it in 9 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Cromwell Holdings held 209 shares of IDEX worth $47.4K as of Q2 2026.
  • Cromwell Holdings bought 6 IDEX shares in Q2 2026, an estimated $1.27K.
  • IDEX made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #492 holding.
  • Cromwell Holdings first reported a position in IDEX in Q2 2024 and has held it in 9 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.