Glenview Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Buy |
7,120
+574
| +9% | +$113K | 0.02% | 259 |
|
|
2025
Q4 | $1.16M | Sell |
6,546
-573
| -8% | -$97.9K | 0.02% | 272 |
|
|
2025
Q3 | $1.16M | Buy |
7,119
+290
| +4% | +$49K | 0.02% | 274 |
|
|
2025
Q2 | $1.2M | Hold |
6,829
| – | – | 0.02% | 254 |
|
|
2025
Q1 | $1.24M | Buy |
6,829
+321
| +5% | +$63.9K | 0.02% | 249 |
|
|
2024
Q4 | $1.36M | Buy |
6,508
+135
| +2% | +$29.5K | 0.03% | 244 |
|
|
2024
Q3 | $1.37M | Buy |
6,373
+400
| +7% | +$80.6K | 0.03% | 242 |
|
|
2024
Q2 | $1.2M | Hold |
5,973
| – | – | 0.02% | 242 |
|
|
2024
Q1 | $1.46M | Buy |
5,973
+100
| +2% | +$22.6K | 0.03% | 224 |
|
|
2023
Q4 | $1.28M | Sell |
5,873
-505
| -8% | -$102K | 0.03% | 232 |
|
|
2023
Q3 | $1.33M | Hold |
6,378
| – | – | 0.04% | 212 |
|
|
2023
Q2 | $1.37M | Buy |
6,378
+145
| +2% | +$30.5K | 0.04% | 203 |
|
|
2023
Q1 | $1.44M | Hold |
6,233
| – | – | 0.04% | 196 |
|
|
2022
Q4 | $1.42M | Buy |
6,233
+8
| +0.1% | +$1.79K | 0.05% | 191 |
|
|
2022
Q3 | $1.25M | Hold |
6,225
| – | – | 0.05% | 181 |
|
|
2022
Q2 | $1.13M | Buy |
6,225
+150
| +2% | +$28.3K | 0.04% | 189 |
|
|
2022
Q1 | $1.17M | Buy |
6,075
+143
| +2% | +$29K | 0.04% | 198 |
|
|
2021
Q4 | $1.4M | Buy |
5,932
+3,200
| +117% | +$727K | 0.05% | 182 |
|
|
2021
Q3 | $565K | Buy |
2,732
+108
| +4% | +$24K | 0.02% | 251 |
|
|
2021
Q2 | $577K | Hold |
2,624
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $549K | Buy |
2,624
+147
| +6% | +$29.1K | 0.02% | 249 |
|
|
2020
Q4 | $493K | Hold |
2,477
| – | – | 0.02% | 238 |
|
|
2020
Q3 | $452K | Hold |
2,477
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $391K | Hold |
2,477
| – | – | 0.02% | 247 |
|
|
2020
Q1 | $342K | Hold |
2,477
| – | – | 0.02% | 244 |
|
|
2019
Q4 | $426K | Sell |
2,477
-300
| -11% | -$48.5K | 0.02% | 254 |
|
|
2019
Q3 | $455K | Hold |
2,777
| – | – | 0.03% | 244 |
|
|
2019
Q2 | $478K | Hold |
2,777
| – | – | 0.03% | 236 |
|
|
2019
Q1 | $421K | Hold |
2,777
| – | – | 0.03% | 247 |
|
|
2018
Q4 | $351K | Hold |
2,777
| – | – | 0.03% | 256 |
|
|
2018
Q3 | $418K | Hold |
2,777
| – | – | 0.03% | 251 |
|
|
2018
Q2 | $379K | Hold |
2,777
| – | – | 0.03% | 236 |
|
|
2018
Q1 | $396K | Hold |
2,777
| – | – | 0.03% | 258 |
|
|
2017
Q4 | $366K | Hold |
2,777
| – | – | 0.03% | 264 |
|
|
2017
Q3 | $337K | Hold |
2,777
| – | – | 0.02% | 264 |
|
|
2017
Q2 | $314K | Hold |
2,777
| – | – | 0.02% | 264 |
|
|
2017
Q1 | $260K | Hold |
2,777
| – | – | 0.02% | 283 |
|
|
2016
Q4 | $250K | Buy |
+2,777
| New | +$251K | 0.02% | 278 |
|
|
2015
Q4 | $213K | Buy |
+2,777
| New | +$213K | 0.02% | 242 |
|
|
2014
Q4 | $202K | Buy |
+2,600
| New | +$194K | 0.02% | 222 |
|
Other funds holding IEX
VCM
VPM
Glenview Trust's IEX Position: Q1 2026 in Review
Glenview Trust increased its IDEX (IEX) stake by 8.8% in Q1 2026, buying an estimated $113K and bringing the position to 7,120 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #259.
Glenview Trust first reported a position in IEX in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.46M in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- Glenview Trust held 7,120 shares of IDEX worth $1.35M as of Q1 2026.
- Glenview Trust bought 574 IDEX shares in Q1 2026, an estimated $113K.
- IDEX made up 0.02% of Glenview Trust's portfolio in Q1 2026, its #259 holding.
- Glenview Trust first reported a position in IDEX in Q4 2014 and has held it in 40 quarters since.
- Glenview Trust's IDEX position peaked at $1.46M in Q1 2024.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.