CI
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CX Institutional’s IDEX IEX Stock Holding History

CX Institutional’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 		$208K Buy
915
+30
+3% +$6.35K 0.01% 733
2026
Q1 		$168K Buy
885
+6
+0.7% +$1.18K 0.01% 761
2025
Q4 		$156K Buy
879
+285
+48% +$48.7K ﹤0.01% 767
2025
Q3 		$97K Buy
594
+147
+33% +$24.8K ﹤0.01% 827
2025
Q2 		$78K Buy
447
+28
+7% +$4.96K ﹤0.01% 796
2025
Q1 		$76K Sell
419
-1,067
-72% -$212K ﹤0.01% 782
2024
Q4 		$311K Buy
1,486
+19
+1% +$4.16K 0.01% 431
2024
Q3 		$315K Buy
1,467
+26
+2% +$5.24K 0.01% 458
2024
Q2 		$290K Buy
1,441
+945
+191% +$206K 0.01% 469
2024
Q1 		$121K Buy
496
+9
+2% +$2.03K 0.01% 534
2023
Q4 		$106K Buy
+487
New +$98.2K 0.01% 514
2022
Q3 		– Sell
-130
Closed -$24K – 781
2022
Q2 		$24K Buy
+130
New +$24.5K ﹤0.01% 807
2021
Q4 		– Sell
-1,710
Closed -$354K – 608
2021
Q3 		$354K Sell
1,710
-6,972
-80% -$1.55M 0.03% 296
2021
Q2 		$1.91M Sell
8,682
-672
-7% -$149K 0.16% 159
2021
Q1 		$1.96M Buy
9,354
+9,273
+11,448% +$1.84M 0.18% 149
2020
Q4 		$16K Buy
81
+1
+1% +$190 ﹤0.01% 654
2020
Q3 		$15K Buy
80
+30
+60% +$5.2K ﹤0.01% 608
2020
Q2 		$8K Buy
50
+12
+32% +$1.83K ﹤0.01% 597
2020
Q1 		$5K Buy
38
+34
+850% +$5.33K ﹤0.01% 545
2019
Q4 		$1K Hold
4
– – ﹤0.01% 708
2019
Q3 		$1K Buy
+4
New +$664 ﹤0.01% 768

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

CX Institutional's IEX Position: Q2 2026 in Review

CX Institutional increased its IDEX (IEX) stake by 3.4% in Q2 2026, buying an estimated $6.35K and bringing the position to 915 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #733.

CX Institutional first reported a position in IEX in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.96M in Q1 2021. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • CX Institutional held 915 shares of IDEX worth $208K as of Q2 2026.
  • CX Institutional bought 30 IDEX shares in Q2 2026, an estimated $6.35K.
  • IDEX made up 0.01% of CX Institutional's portfolio in Q2 2026, its #733 holding.
  • CX Institutional first reported a position in IDEX in Q3 2019 and has held it in 21 quarters since.
  • CX Institutional's IDEX position peaked at $1.96M in Q1 2021.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.