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Fiduciary Trust’s IDEX IEX Stock Holding History

Fiduciary 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 		$288K Sell
1,269
-12
-0.9% -$2.54K ﹤0.01% 763
2026
Q1 		$243K Sell
1,281
-20
-2% -$3.95K ﹤0.01% 796
2025
Q4 		$232K Sell
1,301
-583
-31% -$99.6K ﹤0.01% 800
2025
Q3 		$307K Sell
1,884
-624
-25% -$105K ﹤0.01% 701
2025
Q2 		$440K Buy
2,508
+34
+1% +$6.03K 0.01% 560
2025
Q1 		$448K Buy
2,474
+1,320
+114% +$263K 0.01% 544
2024
Q4 		$242K Buy
+1,154
New +$253K ﹤0.01% 625

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

Fiduciary Trust's IEX Position: Q2 2026 in Review

Fiduciary Trust reduced its IDEX (IEX) stake by 0.94% in Q2 2026, selling an estimated $2.54K and leaving 1,269 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Fiduciary Trust first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Fiduciary Trust held 1,269 shares of IDEX worth $288K as of Q2 2026.
  • Fiduciary Trust sold 12 IDEX shares in Q2 2026, an estimated $2.54K.
  • IDEX made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #763 holding.
  • Fiduciary Trust first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Trust's IDEX position peaked at $448K in Q1 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.