Estabrook Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $363K | Hold |
1,600
| – | – | 0.05% | 104 |
|
|
2026
Q1 | $303K | Hold |
1,600
| – | – | 0.04% | 106 |
|
|
2025
Q4 | $285K | Hold |
1,600
| – | – | 0.04% | 111 |
|
|
2025
Q3 | $260K | Hold |
1,600
| – | – | 0.04% | 112 |
|
|
2025
Q2 | $281K | Hold |
1,600
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $290K | Hold |
1,600
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $335K | Hold |
1,600
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $343K | Hold |
1,600
| – | – | 0.05% | 108 |
|
|
2024
Q2 | $322K | Hold |
1,600
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $390K | Hold |
1,600
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $347K | Hold |
1,600
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $333K | Hold |
1,600
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $344K | Hold |
1,600
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $370K | Hold |
1,600
| – | – | 0.06% | 108 |
|
|
2022
Q4 | $365K | Hold |
1,600
| – | – | 0.06% | 106 |
|
|
2022
Q3 | $320K | Hold |
1,600
| – | – | 0.06% | 111 |
|
|
2022
Q2 | $291K | Hold |
1,600
| – | – | 0.05% | 122 |
|
|
2022
Q1 | $307K | Hold |
1,600
| – | – | 0.05% | 122 |
|
|
2021
Q4 | $378K | Hold |
1,600
| – | – | 0.05% | 116 |
|
|
2021
Q3 | $331K | Hold |
1,600
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $352K | Hold |
1,600
| – | – | 0.05% | 111 |
|
|
2021
Q1 | $335K | Hold |
1,600
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $319K | Hold |
1,600
| – | – | 0.05% | 110 |
|
|
2020
Q3 | $292K | Hold |
1,600
| – | – | 0.05% | 110 |
|
|
2020
Q2 | $253K | Hold |
1,600
| – | – | 0.05% | 115 |
|
|
2020
Q1 | $221K | Hold |
1,600
| – | – | 0.05% | 114 |
|
|
2019
Q4 | $275K | Hold |
1,600
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $262K | Hold |
1,600
| – | – | 0.04% | 125 |
|
|
2019
Q2 | $275K | Hold |
1,600
| – | – | 0.05% | 121 |
|
|
2019
Q1 | $243K | Hold |
1,600
| – | – | 0.04% | 119 |
|
|
2018
Q4 | $202K | Hold |
1,600
| – | – | 0.04% | 120 |
|
|
2018
Q3 | $241K | Sell |
1,600
-150
| -9% | -$22.4K | 0.04% | 122 |
|
|
2018
Q2 | $239K | Hold |
1,750
| – | – | 0.04% | 120 |
|
|
2018
Q1 | $249K | Hold |
1,750
| – | – | 0.04% | 124 |
|
|
2017
Q4 | $231K | Hold |
1,750
| – | – | 0.03% | 128 |
|
|
2017
Q3 | $213K | Hold |
1,750
| – | – | 0.03% | 137 |
|
|
2017
Q2 | $198K | Hold |
1,750
| – | – | 0.03% | 138 |
|
|
2017
Q1 | $164K | Hold |
1,750
| – | – | 0.03% | 148 |
|
|
2016
Q4 | $158K | Hold |
1,750
| – | – | 0.02% | 155 |
|
|
2016
Q3 | $164K | Hold |
1,750
| – | – | 0.02% | 151 |
|
|
2016
Q2 | $144K | Hold |
1,750
| – | – | 0.02% | 152 |
|
|
2016
Q1 | $145K | Hold |
1,750
| – | – | 0.02% | 152 |
|
|
2015
Q4 | $134K | Hold |
1,750
| – | – | 0.02% | 158 |
|
|
2015
Q3 | $125K | Hold |
1,750
| – | – | 0.02% | 170 |
|
|
2015
Q2 | $138K | Hold |
1,750
| – | – | 0.02% | 173 |
|
|
2015
Q1 | $133K | Hold |
1,750
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $136K | Hold |
1,750
| – | – | 0.02% | 178 |
|
|
2014
Q3 | $127K | Sell |
1,750
-500
| -22% | -$38.6K | 0.01% | 190 |
|
|
2014
Q2 | $182K | Hold |
2,250
| – | – | 0.02% | 171 |
|
|
2014
Q1 | $164K | Hold |
2,250
| – | – | 0.02% | 184 |
|
|
2013
Q4 | $166K | Hold |
2,250
| – | – | 0.02% | 189 |
|
|
2013
Q3 | $147K | Hold |
2,250
| – | – | 0.02% | 196 |
|
|
2013
Q2 | $121K | Buy |
+2,250
| New | +$120K | 0.01% | 204 |
|
Other funds holding IEX
Estabrook Capital Management's IEX Position: Q2 2026 in Review
Estabrook Capital Management held its IDEX (IEX) position steady in Q2 2026 at 1,600 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #104.
Estabrook Capital Management first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $390K in Q1 2024. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Estabrook Capital Management held 1,600 shares of IDEX worth $363K as of Q2 2026.
- Estabrook Capital Management left its IDEX share count unchanged in Q2 2026.
- IDEX made up 0.05% of Estabrook Capital Management's portfolio in Q2 2026, its #104 holding.
- Estabrook Capital Management first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
- Estabrook Capital Management's IDEX position peaked at $390K in Q1 2024.
- 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.