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Everence Capital Management’s IDEX IEX Stock Holding History

Everence Capital Management’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 		$507K Buy
+2,674
New +$528K 0.03% 374
2025
Q4 		– Sell
-2,700
Closed -$439K – 806
2025
Q3 		$439K Hold
2,700
– – 0.03% 438
2025
Q2 		$474K Hold
2,700
– – 0.03% 396
2025
Q1 		$489K Buy
2,700
+1,070
+66% +$213K 0.03% 378
2024
Q4 		$341K Buy
+1,630
New +$357K 0.02% 523
2024
Q3 		– Sell
-2,840
Closed -$626 – 783
2024
Q2 		$626 Hold
2,840
– – 0.04% 328
2024
Q1 		$693 Hold
2,840
– – 0.05% 312
2023
Q4 		$617K Hold
2,840
– – 0.04% 335
2023
Q3 		$591 Sell
2,840
-2,890
-50% -$627K 0.05% 332
2023
Q2 		$1.14M Hold
5,730
– – 0.09% 184
2023
Q1 		$1.32K Buy
5,730
+1,460
+34% +$331K 0.11% 166
2022
Q4 		$975 Buy
4,270
+1,430
+50% +$320K 0.08% 201
2022
Q3 		$568K Hold
2,840
– – 0.05% 309
2022
Q2 		$516K Hold
2,840
– – 0.05% 330
2022
Q1 		$545K Hold
2,840
– – 0.04% 365
2021
Q4 		$671K Hold
2,840
– – 0.05% 317
2021
Q3 		$588K Hold
2,840
– – 0.05% 343
2021
Q2 		$625K Buy
+2,840
New +$628K 0.05% 324
2020
Q3 		– Sell
-1,894
Closed -$302K – 708
2020
Q2 		$302K Hold
1,894
– – 0.04% 455
2020
Q1 		$262K Hold
1,894
– – 0.04% 422
2019
Q4 		$326K Buy
+1,894
New +$306K 0.05% 453

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

Everence Capital Management's IEX Position: Q1 2026 in Review

Everence Capital Management opened a new position in IDEX (IEX) in Q1 2026: 2,674 shares worth $507K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in IEX as recently as Q3 2025.

Everence Capital Management first reported a position in IEX in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.14M in Q2 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Everence Capital Management held 2,674 shares of IDEX worth $507K as of Q1 2026.
  • IDEX was a new Everence Capital Management position in Q1 2026.
  • IDEX made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #374 holding.
  • Everence Capital Management first reported a position in IDEX in Q4 2019 and has held it in 21 quarters since.
  • Everence Capital Management's IDEX position peaked at $1.14M in Q2 2023.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.