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Evergreen Capital Management’s IDEX IEX Stock Holding History

Evergreen 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
Q2 		$399K Sell
1,756
-404
-19% -$85.5K 0.01% 1039
2026
Q1 		$409K Buy
2,160
+620
+40% +$122K 0.01% 918
2025
Q4 		$274K Buy
+1,540
New +$263K 0.01% 1100

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

Evergreen Capital Management's IEX Position: Q2 2026 in Review

Evergreen Capital Management reduced its IDEX (IEX) stake by 19% in Q2 2026, selling an estimated $85.5K and leaving 1,756 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1039.

Evergreen Capital Management first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $409K in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Evergreen Capital Management held 1,756 shares of IDEX worth $399K as of Q2 2026.
  • Evergreen Capital Management sold 404 IDEX shares in Q2 2026, an estimated $85.5K.
  • IDEX made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1039 holding.
  • Evergreen Capital Management first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's IDEX position peaked at $409K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.