Franklin Street Advisors’s IDEX IEX Stock Holding History

Franklin Street Advisors’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	$4.57M	Hold	20,125	–	–	0.26%	57
2026 Q1	$3.81M	Hold	20,125	–	–	0.23%	55
2025 Q4	$3.58M	Hold	20,125	–	–	0.2%	56
2025 Q3	$3.28M	Sell	20,125 -4,000	-17%	-$676K	0.19%	57
2025 Q2	$4.24M	Hold	24,125	–	–	0.26%	57
2025 Q1	$4.37M	Hold	24,125	–	–	0.31%	59
2024 Q4	$5.05M	Hold	24,125	–	–	0.34%	57
2024 Q3	$5.17M	Hold	24,125	–	–	0.35%	55
2024 Q2	$4.85M	Hold	24,125	–	–	0.35%	55
2024 Q1	$5.89M	Hold	24,125	–	–	0.44%	50
2023 Q4	$5.24M	Hold	24,125	–	–	0.43%	48
2023 Q3	$5.02M	Hold	24,125	–	–	0.44%	50
2023 Q2	$5.19M	Hold	24,125	–	–	0.44%	52
2023 Q1	$5.57M	Hold	24,125	–	–	0.51%	50
2022 Q4	$5.51M	Hold	24,125	–	–	0.52%	55
2022 Q3	$4.82M	Hold	24,125	–	–	0.49%	56
2022 Q2	$4.38M	Hold	24,125	–	–	0.41%	57
2022 Q1	$4.63M	Hold	24,125	–	–	0.37%	55
2021 Q4	$5.7M	Hold	24,125	–	–	0.43%	55
2021 Q3	$4.99M	Hold	24,125	–	–	0.42%	55
2021 Q2	$5.31M	Hold	24,125	–	–	0.45%	54
2021 Q1	$5.05M	Hold	24,125	–	–	0.47%	54
2020 Q4	$4.81M	Hold	24,125	–	–	0.47%	56
2020 Q3	$4.4M	Hold	24,125	–	–	0.47%	56
2020 Q2	$3.81M	Sell	24,125 -10	-0%	-$1.53K	0.45%	54
2020 Q1	$3.33M	Hold	24,135	–	–	0.49%	54
2019 Q4	$4.15M	Hold	24,135	–	–	0.49%	60
2019 Q3	$3.96M	Hold	24,135	–	–	0.5%	60
2019 Q2	$4.16M	Buy	24,135 +10	+0%	+$1.57K	0.53%	58
2019 Q1	$3.66M	Buy	+24,125	New	+$3.41M	0.51%	59

Other funds holding IEX

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Franklin Street Advisors's IEX Position: Q2 2026 in Review

Franklin Street Advisors held its IDEX (IEX) position steady in Q2 2026 at 20,125 shares worth $4.57M. The position accounts for 0.26% of the portfolio, ranked #57.

Franklin Street Advisors first reported a position in IEX in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.89M in Q1 2024. 74 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Franklin Street Advisors held 20,125 shares of IDEX worth $4.57M as of Q2 2026.
Franklin Street Advisors left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.26% of Franklin Street Advisors's portfolio in Q2 2026, its #57 holding.
Franklin Street Advisors first reported a position in IDEX in Q1 2019 and has held it in 30 quarters since.
Franklin Street Advisors's IDEX position peaked at $5.89M in Q1 2024.
74 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.