Equitable Trust’s IDEX IEX Stock Holding History

Equitable Trust’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	$259K	Hold	1,369	–	–	0.01%	426
2025 Q4	$244K	Hold	1,369	–	–	0.01%	409
2025 Q3	$223K	Buy	1,369 +102	+8%	+$17.2K	0.01%	424
2025 Q2	$222K	Buy	+1,267	New	+$225K	0.01%	418

Other funds holding IEX

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Equitable Trust's IEX Position: Q1 2026 in Review

Equitable Trust held its IDEX (IEX) position steady in Q1 2026 at 1,369 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #426.

Equitable Trust first reported a position in IEX in Q2 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Equitable Trust held 1,369 shares of IDEX worth $259K as of Q1 2026.
Equitable Trust left its IDEX share count unchanged in Q1 2026.
IDEX made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #426 holding.
Equitable Trust first reported a position in IDEX in Q2 2025 and has held it in 4 quarters since.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.