EdenTree Asset Management’s IDEX IEX Stock Holding History

EdenTree 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	$1.34M	Hold	5,900	–	–	0.41%	49
2026 Q1	$1.12M	Hold	5,900	–	–	0.34%	54
2025 Q4	$1.05M	Hold	5,900	–	–	0.32%	51
2025 Q3	$960K	Buy	5,900 +849	+17%	+$143K	0.23%	56
2025 Q2	$887K	Sell	5,051 -32,710	-87%	-$5.8M	0.25%	53
2025 Q1	$6.83M	Sell	37,761 -90	-0.2%	-$17.9K	2.29%	19
2024 Q4	$7.93M	Hold	37,851	–	–	2.3%	18
2024 Q3	$8.12M	Buy	37,851 +32,800	+649%	+$6.61M	2.35%	18
2024 Q2	$1.02M	Hold	5,051	–	–	0.32%	56
2024 Q1	$1.23M	Buy	5,051 +344	+7%	+$77.7K	0.39%	49
2023 Q4	$1.02M	Buy	4,707 +1,112	+31%	+$224K	0.32%	60
2023 Q3	$748K	Hold	3,595	–	–	0.29%	48
2023 Q2	$774K	Buy	+3,595	New	+$756K	0.27%	53

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 $3.37T AUM 44.26% 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

EdenTree Asset Management's IEX Position: Q2 2026 in Review

EdenTree Asset Management held its IDEX (IEX) position steady in Q2 2026 at 5,900 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #49.

EdenTree Asset Management first reported a position in IEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.12M in Q3 2024. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

EdenTree Asset Management held 5,900 shares of IDEX worth $1.34M as of Q2 2026.
EdenTree Asset Management left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.41% of EdenTree Asset Management's portfolio in Q2 2026, its #49 holding.
EdenTree Asset Management first reported a position in IDEX in Q2 2023 and has held it in 13 quarters since.
EdenTree Asset Management's IDEX position peaked at $8.12M in Q3 2024.
685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.