CX Institutional
IEX icon

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
Q3 		$214K Buy
940
+25
+3% +$5.7K 0.01% 730
2026
Q2 		$208K Buy
915
+30
+3% +$6.35K 0.01% 734
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional's IEX Position: Q3 2026 in Review

CX Institutional increased its IDEX (IEX) stake by 2.7% in Q3 2026, buying an estimated $5.7K and bringing the position to 940 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #730.

CX Institutional first reported a position in IEX in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.96M in Q1 2021. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • CX Institutional held 940 shares of IDEX worth $214K as of Q3 2026.
  • CX Institutional bought 25 IDEX shares in Q3 2026, an estimated $5.7K.
  • IDEX made up 0.01% of CX Institutional's portfolio in Q3 2026, its #730 holding.
  • CX Institutional first reported a position in IDEX in Q3 2019 and has held it in 22 quarters since.
  • CX Institutional's IDEX position peaked at $1.96M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.