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GW&K Investment Management’s IDEX IEX Stock Holding History

GW&K Investment 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 		$23K Hold
102
– – ﹤0.01% 767
2026
Q1 		$19K Sell
102
-44,393
-100% -$8.76M ﹤0.01% 782
2025
Q4 		$7.92M Sell
44,495
-14,239
-24% -$2.43M 0.07% 260
2025
Q3 		$9.56M Sell
58,734
-318,147
-84% -$53.7M 0.08% 252
2025
Q2 		$66.2M Buy
376,881
+9,946
+3% +$1.76M 0.59% 44
2025
Q1 		$66.4M Sell
366,935
-7,652
-2% -$1.52M 0.62% 41
2024
Q4 		$78.4M Buy
374,587
+2,745
+0.7% +$601K 0.67% 34
2024
Q3 		$79.8M Buy
371,842
+10,660
+3% +$2.15M 0.68% 28
2024
Q2 		$72.7M Buy
361,182
+7,832
+2% +$1.71M 0.66% 29
2024
Q1 		$86.2M Buy
353,350
+57,820
+20% +$13.1M 0.76% 22
2023
Q4 		$64.2M Sell
295,530
-11,512
-4% -$2.32M 0.6% 45
2023
Q3 		$63.9M Buy
307,042
+90,466
+42% +$19.6M 0.64% 36
2023
Q2 		$46.6M Buy
216,576
+186,179
+612% +$39.1M 0.44% 92
2023
Q1 		$7.02M Buy
30,397
+5,734
+23% +$1.3M 0.07% 243
2022
Q4 		$5.63M Hold
24,663
– – 0.06% 251
2022
Q3 		$4.93M Buy
24,663
+12,497
+103% +$2.53M 0.05% 232
2022
Q2 		$2.21M Buy
12,166
+12,154
+101,283% +$2.29M 0.02% 300
2022
Q1 		$2K Buy
+12
New +$2.43K ﹤0.01% 703

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 $3.38T AUM 44.17% 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

GW&K Investment Management's IEX Position: Q2 2026 in Review

GW&K Investment Management held its IDEX (IEX) position steady in Q2 2026 at 102 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

GW&K Investment Management first reported a position in IEX in Q1 2022 and has held it in 18 quarters since. The position peaked at $86.2M in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • GW&K Investment Management held 102 shares of IDEX worth $23K as of Q2 2026.
  • GW&K Investment Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #767 holding.
  • GW&K Investment Management first reported a position in IDEX in Q1 2022 and has held it in 18 quarters since.
  • GW&K Investment Management's IDEX position peaked at $86.2M in Q1 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.