E. Ohman J:or Asset Management’s IDEX IEX Stock Holding History

E. Ohman J:or Asset Management’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	$667K	Hold	2,940	–	–	0.02%	366
2026 Q1	$557K	Sell	2,940 -560	-16%	-$111K	0.01%	374
2025 Q4	$623K	Hold	3,500	–	–	0.01%	390
2025 Q3	$570K	Hold	3,500	–	–	0.01%	356
2025 Q2	$614K	Hold	3,500	–	–	0.02%	338
2025 Q1	$633K	Hold	3,500	–	–	0.02%	337
2024 Q4	$733K	Hold	3,500	–	–	0.02%	330
2024 Q3	$751K	Hold	3,500	–	–	0.02%	312
2024 Q2	$704K	Buy	3,500 +600	+21%	+$131K	0.02%	314
2024 Q1	$708K	Hold	2,900	–	–	0.02%	303
2023 Q4	$630K	Sell	2,900 -500	-15%	-$101K	0.02%	299
2023 Q3	$707K	Hold	3,400	–	–	0.03%	301
2023 Q2	$732K	Hold	3,400	–	–	0.03%	301
2023 Q1	$786K	Hold	3,400	–	–	0.03%	279
2022 Q4	$776K	Hold	3,400	–	–	0.03%	278
2022 Q3	$679K	Buy	3,400 +500	+17%	+$101K	0.03%	287
2022 Q2	$527K	Hold	2,900	–	–	0.02%	344
2022 Q1	$556K	Sell	2,900 -1,000	-26%	-$203K	0.02%	364
2021 Q4	$922K	Hold	3,900	–	–	0.03%	319
2021 Q3	$807K	Buy	+3,900	New	+$866K	0.03%	333
2019 Q4	–	Sell	-1,900	Closed	-$311K	–	451
2019 Q3	$311K	Hold	1,900	–	–	0.02%	311
2019 Q2	$327K	Sell	1,900 -500	-21%	-$78.5K	0.02%	300
2019 Q1	$364K	Hold	2,400	–	–	0.02%	287
2018 Q4	$303K	Hold	2,400	–	–	0.02%	309
2018 Q3	$362K	Hold	2,400	–	–	0.02%	304
2018 Q2	$328K	Buy	2,400 +600	+33%	+$83.8K	0.02%	304
2018 Q1	$257K	Sell	1,800 -800	-31%	-$112K	0.02%	396
2017 Q4	$343K	Buy	2,600 +400	+18%	+$51.5K	0.03%	362
2017 Q3	$267K	Hold	2,200	–	–	0.02%	386
2017 Q2	$249K	Buy	+2,200	New	+$231K	0.03%	382

Other funds holding IEX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

E. Ohman J:or Asset Management's IEX Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its IDEX (IEX) position steady in Q2 2026 at 2,940 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #366.

E. Ohman J:or Asset Management first reported a position in IEX in Q2 2017 and has held it in 30 quarters since. The position peaked at $922K in Q4 2021. 344 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

E. Ohman J:or Asset Management held 2,940 shares of IDEX worth $667K as of Q2 2026.
E. Ohman J:or Asset Management left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #366 holding.
E. Ohman J:or Asset Management first reported a position in IDEX in Q2 2017 and has held it in 30 quarters since.
E. Ohman J:or Asset Management's IDEX position peaked at $922K in Q4 2021.
344 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.