Curi RMB Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.3M | Sell |
102,648
-1,323
| -1% | -$280K | 0.36% | 75 |
|
|
2026
Q1 | $19.7M | Buy |
103,971
+1,876
| +2% | +$370K | 0.35% | 77 |
|
|
2025
Q4 | $18.2M | Buy |
102,095
+4,463
| +5% | +$763K | 0.31% | 81 |
|
|
2025
Q3 | $15.9M | Sell |
97,632
-5,157
| -5% | -$871K | 0.29% | 95 |
|
|
2025
Q2 | $18M | Buy |
102,789
+23,510
| +30% | +$4.17M | 0.34% | 76 |
|
|
2025
Q1 | $14.3M | Sell |
79,279
-9,294
| -10% | -$1.85M | 0.35% | 87 |
|
|
2024
Q4 | $18.5M | Buy |
88,573
+21,138
| +31% | +$4.63M | 0.43% | 60 |
|
|
2024
Q3 | $14.5M | Buy |
67,435
+9,180
| +16% | +$1.85M | 0.33% | 94 |
|
|
2024
Q2 | $11.7M | Buy |
58,255
+49,191
| +543% | +$10.7M | 0.28% | 109 |
|
|
2024
Q1 | $2.21M | Sell |
9,064
-5
| -0.1% | -$1.13K | 0.05% | 258 |
|
|
2023
Q4 | $1.97M | Buy |
9,069
+1
| +0% | +$202 | 0.06% | 234 |
|
|
2023
Q3 | $1.89M | Sell |
9,068
-507
| -5% | -$110K | 0.06% | 229 |
|
|
2023
Q2 | $2.06M | Buy |
9,575
+2
| +0% | +$420 | 0.07% | 217 |
|
|
2023
Q1 | $2.21M | Sell |
9,573
-825
| -8% | -$187K | 0.08% | 200 |
|
|
2022
Q4 | $2.37M | Sell |
10,398
-5,183
| -33% | -$1.16M | 0.08% | 203 |
|
|
2022
Q3 | $3.11M | Hold |
15,581
| – | – | 0.12% | 180 |
|
|
2022
Q2 | $2.83M | Sell |
15,581
-8,413
| -35% | -$1.59M | 0.1% | 183 |
|
|
2022
Q1 | $4.6M | Hold |
23,994
| – | – | 0.15% | 141 |
|
|
2021
Q4 | $5.67M | Buy |
23,994
+647
| +3% | +$147K | 0.17% | 127 |
|
|
2021
Q3 | $4.83M | Sell |
23,347
-1,713
| -7% | -$380K | 0.16% | 135 |
|
|
2021
Q2 | $5.51M | Hold |
25,060
| – | – | 0.18% | 129 |
|
|
2021
Q1 | $5.25M | Buy |
25,060
+61
| +0.2% | +$12.1K | 0.19% | 126 |
|
|
2020
Q4 | $4.98M | Buy |
24,999
+848
| +4% | +$161K | 0.18% | 126 |
|
|
2020
Q3 | $4.41M | Buy |
24,151
+3,393
| +16% | +$588K | 0.19% | 120 |
|
|
2020
Q2 | $3.28M | Hold |
20,758
| – | – | 0.14% | 147 |
|
|
2020
Q1 | $2.87M | Sell |
20,758
-8
| -0% | -$1.25K | 0.14% | 164 |
|
|
2019
Q4 | $3.57M | Sell |
20,766
-791
| -4% | -$128K | 0.1% | 194 |
|
|
2019
Q3 | $3.53M | Sell |
21,557
-1,757
| -8% | -$292K | 0.09% | 215 |
|
|
2019
Q2 | $4.01M | Sell |
23,314
-28,281
| -55% | -$4.44M | 0.1% | 201 |
|
|
2019
Q1 | $7.83M | Sell |
51,595
-2,081
| -4% | -$294K | 0.2% | 136 |
|
|
2018
Q4 | $6.78M | Sell |
53,676
-11,168
| -17% | -$1.49M | 0.17% | 148 |
|
|
2018
Q3 | $9.77M | Sell |
64,844
-3,811
| -6% | -$568K | 0.23% | 125 |
|
|
2018
Q2 | $9.37M | Sell |
68,655
-37,780
| -35% | -$5.28M | 0.22% | 126 |
|
|
2018
Q1 | $15.2M | Sell |
106,435
-19,339
| -15% | -$2.7M | 0.39% | 68 |
|
|
2017
Q4 | $16.6M | Sell |
125,774
-10,693
| -8% | -$1.38M | 0.43% | 53 |
|
|
2017
Q3 | $16.6M | Buy |
136,467
+697
| +0.5% | +$81.4K | 0.43% | 57 |
|
|
2017
Q2 | $15.3M | Buy |
+135,770
| New | +$14.3M | 0.44% | 51 |
|
Other funds holding IEX
Curi RMB Capital's IEX Position: Q2 2026 in Review
Curi RMB Capital reduced its IDEX (IEX) stake by 1.3% in Q2 2026, selling an estimated $280K and leaving 102,648 shares worth $23.3M. The position accounts for 0.36% of the portfolio, ranked #75.
Curi RMB Capital first reported a position in IEX in Q2 2017 and has held it in 37 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Curi RMB Capital held 102,648 shares of IDEX worth $23.3M as of Q2 2026.
- Curi RMB Capital sold 1,323 IDEX shares in Q2 2026, an estimated $280K.
- IDEX made up 0.36% of Curi RMB Capital's portfolio in Q2 2026, its #75 holding.
- Curi RMB Capital first reported a position in IDEX in Q2 2017 and has held it in 37 quarters since.
- 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.