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Global Retirement Partners’s IDEX IEX Stock Holding History

Global Retirement Partners’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 		$290K Buy
+1,279
New +$271K ﹤0.01% 1354
2025
Q4 		$219K Buy
1,231
+408
+50% +$69.7K ﹤0.01% 1412
2025
Q3 		$134K Sell
823
-17
-2% -$2.87K ﹤0.01% 1375
2025
Q2 		$147K Buy
+840
New +$149K ﹤0.01% 1236
2024
Q4 		$147K Sell
701
-67
-9% -$14.7K ﹤0.01% 1087
2024
Q3 		$165K Buy
768
+6
+0.8% +$1.21K 0.01% 995
2024
Q2 		$153K Buy
762
+31
+4% +$6.77K ﹤0.01% 1001
2024
Q1 		$178K Sell
731
-28
-4% -$6.32K 0.01% 835
2023
Q4 		$156K Sell
759
-185
-20% -$37.3K 0.01% 855
2023
Q3 		$197K Buy
944
+72
+8% +$15.6K 0.01% 671
2023
Q2 		$188K Hold
872
– – 0.01% 715
2023
Q1 		$183K Buy
872
+614
+238% +$139K 0.01% 703
2022
Q4 		$58.9K Hold
258
– – ﹤0.01% 1015
2022
Q3 		$57K Buy
258
+11
+4% +$2.22K ﹤0.01% 967
2022
Q2 		$45K Buy
247
+37
+18% +$6.97K ﹤0.01% 1035
2022
Q1 		$39K Buy
+210
New +$42.6K ﹤0.01% 1095
2021
Q4 		– Sell
-17
Closed -$4K – 955
2021
Q3 		$4K Buy
+17
New +$3.77K ﹤0.01% 1679
2020
Q2 		– Sell
-254
Closed -$35K – 1660
2020
Q1 		$35K Hold
254
– – 0.01% 649
2019
Q4 		$44K Hold
254
– – 0.01% 674
2019
Q3 		$42K Buy
+254
New +$42.1K 0.01% 666

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

Global Retirement Partners's IEX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in IDEX (IEX) in Q2 2026: 1,279 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IEX as recently as Q4 2025.

Global Retirement Partners first reported a position in IEX in Q3 2019 and has held it in 20 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Global Retirement Partners held 1,279 shares of IDEX worth $290K as of Q2 2026.
  • IDEX was a new Global Retirement Partners position in Q2 2026.
  • IDEX made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1354 holding.
  • Global Retirement Partners first reported a position in IDEX in Q3 2019 and has held it in 20 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.