GIA
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Gateway Investment Advisers’s IDEX IEX Stock Holding History

Gateway Investment Advisers’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 		$1.14M Buy
5,034
+2,823
+128% +$597K 0.01% 404
2026
Q1 		$419K Buy
2,211
+510
+30% +$101K ﹤0.01% 531
2025
Q4 		$303K Buy
+1,701
New +$291K ﹤0.01% 510
2025
Q2 		– Sell
-1,123
Closed -$203K – 494
2025
Q1 		$203K Sell
1,123
-10
-0.9% -$1.99K ﹤0.01% 498
2024
Q4 		$237K Sell
1,133
-17
-1% -$3.72K ﹤0.01% 456
2024
Q3 		$247K Hold
1,150
– – ﹤0.01% 473
2024
Q2 		$231K Sell
1,150
-2,776
-71% -$606K ﹤0.01% 476
2024
Q1 		$958K Sell
3,926
-53
-1% -$12K 0.01% 329
2023
Q4 		$864K Buy
3,979
+6
+0.2% +$1.21K 0.01% 345
2023
Q3 		$826K Sell
3,973
-269
-6% -$58.4K 0.01% 328
2023
Q2 		$913K Sell
4,242
-51
-1% -$10.7K 0.01% 322
2023
Q1 		$992K Buy
4,293
+1,176
+38% +$267K 0.01% 335
2022
Q4 		$712K Buy
3,117
+67
+2% +$15K 0.01% 385
2022
Q3 		$610K Buy
3,050
+306
+11% +$61.9K 0.01% 393
2022
Q2 		$498K Sell
2,744
-65
-2% -$12.2K 0.01% 421
2022
Q1 		$539K Buy
2,809
+1,133
+68% +$230K 0.01% 424
2021
Q4 		$396K Buy
1,676
+390
+30% +$88.6K ﹤0.01% 442
2021
Q3 		$266K Hold
1,286
– – ﹤0.01% 489
2021
Q2 		$283K Sell
1,286
-44
-3% -$9.72K ﹤0.01% 490
2021
Q1 		$278K Sell
1,330
-10
-0.7% -$1.98K ﹤0.01% 489
2020
Q4 		$267K Sell
1,340
-151
-10% -$28.7K ﹤0.01% 491
2020
Q3 		$272K Sell
1,491
-22
-1% -$3.81K ﹤0.01% 465
2020
Q2 		$239K Sell
1,513
-479
-24% -$73.2K ﹤0.01% 491
2020
Q1 		$275K Sell
1,992
-83,558
-98% -$13.1M ﹤0.01% 463
2019
Q4 		$14.7M Sell
85,550
-107
-0.1% -$17.3K 0.15% 151
2019
Q3 		$14M Buy
85,657
+798
+0.9% +$132K 0.14% 149
2019
Q2 		$14.6M Sell
84,859
-149
-0.2% -$23.4K 0.13% 157
2019
Q1 		$12.9M Sell
85,008
-39,670
-32% -$5.61M 0.11% 166
2018
Q4 		$15.7M Buy
124,678
+123,191
+8,285% +$16.5M 0.15% 147
2018
Q3 		$224K Sell
1,487
-38
-2% -$5.66K ﹤0.01% 651
2018
Q2 		$208K Sell
1,525
-62
-4% -$8.66K ﹤0.01% 654
2018
Q1 		$226K Sell
1,587
-326
-17% -$45.5K ﹤0.01% 655
2017
Q4 		$252K Sell
1,913
-527
-22% -$67.8K ﹤0.01% 653
2017
Q3 		$296K Sell
2,440
-1,232
-34% -$144K ﹤0.01% 652
2017
Q2 		$415K Sell
3,672
-433
-11% -$45.5K ﹤0.01% 611
2017
Q1 		$384K Buy
4,105
+1,132
+38% +$104K ﹤0.01% 611
2016
Q4 		$268K Hold
2,973
– – ﹤0.01% 632
2016
Q3 		$278K Buy
2,973
+168
+6% +$15.2K ﹤0.01% 623
2016
Q2 		$230K Buy
+2,805
New +$233K ﹤0.01% 640

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gateway Investment Advisers's IEX Position: Q2 2026 in Review

Gateway Investment Advisers increased its IDEX (IEX) stake by 128% in Q2 2026, buying an estimated $597K and bringing the position to 5,034 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #404.

Gateway Investment Advisers first reported a position in IEX in Q2 2016 and has held it in 39 quarters since. The position peaked at $15.7M in Q4 2018. 131 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Gateway Investment Advisers held 5,034 shares of IDEX worth $1.14M as of Q2 2026.
  • Gateway Investment Advisers bought 2,823 IDEX shares in Q2 2026, an estimated $597K.
  • IDEX made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #404 holding.
  • Gateway Investment Advisers first reported a position in IDEX in Q2 2016 and has held it in 39 quarters since.
  • Gateway Investment Advisers's IDEX position peaked at $15.7M in Q4 2018.
  • 131 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.