EI
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Ethic Inc’s IDEX IEX Stock Holding History

Ethic Inc’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 		$2.06M Buy
9,068
+2,535
+39% +$536K 0.03% 505
2026
Q1 		$1.24M Buy
6,533
+2,231
+52% +$440K 0.02% 595
2025
Q4 		$766K Buy
+4,302
New +$735K 0.01% 718
2025
Q3 		– Sell
-1,278
Closed -$225K – 1245
2025
Q2 		$225K Buy
+1,278
New +$227K ﹤0.01% 1074
2024
Q4 		– Sell
-981
Closed -$239K – 1187
2024
Q3 		$239K Buy
+981
New +$198K 0.01% 955
2024
Q2 		– Sell
-981
Closed -$239K – 1155
2024
Q1 		$239K Sell
981
-3,040
-76% -$687K 0.01% 953
2023
Q4 		$873K Buy
4,021
+115
+3% +$23.2K 0.03% 576
2023
Q3 		$813K Buy
3,906
+933
+31% +$202K 0.03% 538
2023
Q2 		$640K Sell
2,973
-985
-25% -$207K 0.02% 577
2023
Q1 		$914K Sell
3,958
-1,879
-32% -$427K 0.04% 465
2022
Q4 		$1.33M Buy
5,837
+1,570
+37% +$351K 0.07% 321
2022
Q3 		$853K Buy
4,267
+1,611
+61% +$326K 0.06% 364
2022
Q2 		$482K Buy
2,656
+40
+2% +$7.54K 0.03% 481
2022
Q1 		$502K Buy
2,616
+806
+45% +$164K 0.03% 463
2021
Q4 		$428K Buy
+1,810
New +$411K 0.03% 444

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

Ethic Inc's IEX Position: Q2 2026 in Review

Ethic Inc increased its IDEX (IEX) stake by 39% in Q2 2026, buying an estimated $536K and bringing the position to 9,068 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #505.

Ethic Inc first reported a position in IEX in Q4 2021 and has held it in 15 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ethic Inc held 9,068 shares of IDEX worth $2.06M as of Q2 2026.
  • Ethic Inc bought 2,535 IDEX shares in Q2 2026, an estimated $536K.
  • IDEX made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #505 holding.
  • Ethic Inc first reported a position in IDEX in Q4 2021 and has held it in 15 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.