Fox Run Management’s IDEX IEX Stock Holding History

Fox Run 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	$537K	Sell	2,367 -3,223	-58%	-$682K	0.09%	446
2026 Q1	$1.03M	Buy	5,590 +3,346	+149%	+$661K	0.18%	167
2025 Q4	$399K	Buy	+2,244	New	+$383K	0.06%	596
2023 Q3	–	Sell	-3,198	Closed	-$688K	–	831
2023 Q2	$688K	Buy	+3,198	New	+$672K	0.19%	186
2022 Q3	–	Sell	-2,000	Closed	-$363K	–	714
2022 Q2	$363K	Buy	+2,000	New	+$377K	0.18%	222
2021 Q4	–	Sell	-1,814	Closed	-$375K	–	576
2021 Q3	$375K	Buy	+1,814	New	+$403K	0.24%	159
2018 Q3	–	Sell	-2,889	Closed	-$394K	–	688
2018 Q2	$394K	Buy	+2,889	New	+$404K	0.13%	337
2018 Q1	–	Sell	-3,675	Closed	-$485K	–	808
2017 Q4	$485K	Sell	3,675 -2,625	-42%	-$338K	0.14%	296
2017 Q3	$765K	Buy	+6,300	New	+$736K	0.22%	146
2017 Q1	–	Sell	-2,500	Closed	-$225K	–	660
2016 Q4	$225K	Sell	2,500 -4,900	-66%	-$443K	0.12%	395
2016 Q3	$692K	Buy	+7,400	New	+$668K	0.41%	28

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fox Run Management's IEX Position: Q2 2026 in Review

Fox Run Management reduced its IDEX (IEX) stake by 58% in Q2 2026, selling an estimated $682K and leaving 2,367 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #446.

Fox Run Management first reported a position in IEX in Q3 2016 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Fox Run Management held 2,367 shares of IDEX worth $537K as of Q2 2026.
Fox Run Management sold 3,223 IDEX shares in Q2 2026, an estimated $682K.
IDEX made up 0.09% of Fox Run Management's portfolio in Q2 2026, its #446 holding.
Fox Run Management first reported a position in IDEX in Q3 2016 and has held it in 11 quarters since.
Fox Run Management's IDEX position peaked at $1.03M in Q1 2026.
685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.