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Halbert Hargrove Global Advisors’s IDEX IEX Stock Holding History

Halbert Hargrove Global 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 		$434 Buy
+2
New +$423 ﹤0.01% 554
2025
Q2 		– Sell
-1
Closed -$181 – 475
2025
Q1 		$181 Buy
+1
New +$199 ﹤0.01% 597

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

Halbert Hargrove Global Advisors's IEX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in IDEX (IEX) in Q2 2026: 2 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in IEX as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in IEX in Q1 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of IDEX worth $434 as of Q2 2026.
  • IDEX was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • IDEX made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #554 holding.
  • Halbert Hargrove Global Advisors first reported a position in IDEX in Q1 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.