EF
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Empirical Finance’s IDEX IEX Stock Holding History

Empirical Finance’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
Q1 		$477K Sell
2,518
-5
-0.2% -$987 0.02% 416
2025
Q4 		$449K Sell
2,523
-104
-4% -$17.8K 0.02% 422
2025
Q3 		$428K Buy
2,627
+27
+1% +$4.56K 0.02% 441
2025
Q2 		$456K Buy
2,600
+18
+0.7% +$3.19K 0.02% 433
2025
Q1 		$467K Buy
2,582
+113
+5% +$22.5K 0.03% 410
2024
Q4 		$517K Sell
2,469
-17
-0.7% -$3.72K 0.03% 404
2024
Q3 		$533K Buy
2,486
+61
+3% +$12.3K 0.03% 409
2024
Q2 		$488K Sell
2,425
-168
-6% -$36.7K 0.03% 411
2024
Q1 		$633K Buy
2,593
+91
+4% +$20.6K 0.04% 370
2023
Q4 		$543K Buy
2,502
+24
+1% +$4.84K 0.04% 384
2023
Q3 		$515K Buy
2,478
+254
+11% +$55.1K 0.04% 371
2023
Q2 		$479K Buy
2,224
+267
+14% +$56.1K 0.04% 379
2023
Q1 		$452K Buy
1,957
+102
+5% +$23.2K 0.04% 374
2022
Q4 		$424K Buy
1,855
+157
+9% +$35.1K 0.04% 369
2022
Q3 		$339K Buy
1,698
+296
+21% +$59.8K 0.04% 387
2022
Q2 		$255K Buy
1,402
+84
+6% +$15.8K 0.03% 432
2022
Q1 		$253K Buy
1,318
+155
+13% +$31.4K 0.03% 438
2021
Q4 		$275K Buy
+1,163
New +$264K 0.03% 420

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Empirical Finance's IEX Position: Q1 2026 in Review

Empirical Finance reduced its IDEX (IEX) stake by 0.2% in Q1 2026, selling an estimated $987 and leaving 2,518 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #416.

Empirical Finance first reported a position in IEX in Q4 2021 and has held it in 18 quarters since. The position peaked at $633K in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Empirical Finance held 2,518 shares of IDEX worth $477K as of Q1 2026.
  • Empirical Finance sold 5 IDEX shares in Q1 2026, an estimated $987.
  • IDEX made up 0.02% of Empirical Finance's portfolio in Q1 2026, its #416 holding.
  • Empirical Finance first reported a position in IDEX in Q4 2021 and has held it in 18 quarters since.
  • Empirical Finance's IDEX position peaked at $633K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.