DT Investment Partners’s IDEX IEX Stock Holding History

DT Investment Partners’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	–	Sell	-136	Closed	-$25.8K	–	523
2026 Q1	$25.8K	Hold	136	–	–	﹤0.01%	303
2025 Q4	$24.2K	Hold	136	–	–	﹤0.01%	318
2025 Q3	$22.1K	Hold	136	–	–	﹤0.01%	315
2025 Q2	$23.9K	Hold	136	–	–	﹤0.01%	299
2025 Q1	$24.6K	Hold	136	–	–	﹤0.01%	297
2024 Q4	$28.5K	Hold	136	–	–	﹤0.01%	289
2024 Q3	$29.2K	Hold	136	–	–	﹤0.01%	308
2024 Q2	$27.4K	Hold	136	–	–	﹤0.01%	289
2024 Q1	$33.2K	Hold	136	–	–	﹤0.01%	253
2023 Q4	$29.1K	Hold	136	–	–	﹤0.01%	258
2023 Q3	$28.3K	Hold	136	–	–	﹤0.01%	234
2023 Q2	$30.2K	Hold	136	–	–	﹤0.01%	240
2023 Q1	$28.1K	Hold	136	–	–	﹤0.01%	237
2022 Q4	$31.1K	Hold	136	–	–	﹤0.01%	229
2022 Q3	$27K	Buy	+136	New	+$27.5K	﹤0.01%	231

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DT Investment Partners's IEX Position: Q2 2026 in Review

DT Investment Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 136 shares — an estimated $25.8K sold.

DT Investment Partners first reported a position in IEX in Q3 2022 and held it in 15 quarters. The position peaked at $33.2K in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

DT Investment Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
DT Investment Partners sold 136 IDEX shares in Q2 2026, an estimated $25.8K.
DT Investment Partners first reported a position in IDEX in Q3 2022 and held it in 15 quarters.
DT Investment Partners's IDEX position peaked at $33.2K in Q1 2024.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.