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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
Q2 		$283K Sell
1,247
-122
-9% -$25.8K 0.01% 404
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Equitable Trust's IEX Position: Q2 2026 in Review

Equitable Trust reduced its IDEX (IEX) stake by 8.9% in Q2 2026, selling an estimated $25.8K and leaving 1,247 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #404.

Equitable Trust first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Equitable Trust held 1,247 shares of IDEX worth $283K as of Q2 2026.
  • Equitable Trust sold 122 IDEX shares in Q2 2026, an estimated $25.8K.
  • IDEX made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #404 holding.
  • Equitable Trust first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.