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Harbor Investment Advisory’s IDEX IEX Stock Holding History

Harbor Investment Advisory’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 		$4.31K Hold
19
– – ﹤0.01% 1143
2026
Q1 		$3.6K Hold
19
– – ﹤0.01% 1060
2025
Q4 		$3.38K Buy
+19
New +$3.25K ﹤0.01% 1095
2024
Q3 		– Sell
-70
Closed -$14.1K – 1225
2024
Q2 		$14.1K Sell
70
-18
-20% -$3.93K ﹤0.01% 793
2024
Q1 		$21.5K Buy
88
+10
+13% +$2.26K ﹤0.01% 727
2023
Q4 		$16.9K Sell
78
-14
-15% -$2.82K ﹤0.01% 744
2023
Q3 		$19.1K Sell
92
-2
-2% -$434 ﹤0.01% 704
2023
Q2 		$20.2K Buy
94
+2
+2% +$420 ﹤0.01% 898
2023
Q1 		$21.3K Hold
92
– – ﹤0.01% 906
2022
Q4 		$21K Hold
92
– – ﹤0.01% 895
2022
Q3 		$18K Sell
92
-3
-3% -$606 ﹤0.01% 931
2022
Q2 		$17K Buy
95
+32
+51% +$6.03K ﹤0.01% 933
2022
Q1 		$12K Hold
63
– – ﹤0.01% 1031
2021
Q4 		$15K Buy
63
+37
+142% +$8.4K ﹤0.01% 990
2021
Q3 		$5K Buy
+26
New +$5.77K ﹤0.01% 1150

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

Harbor Investment Advisory's IEX Position: Q2 2026 in Review

Harbor Investment Advisory held its IDEX (IEX) position steady in Q2 2026 at 19 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Harbor Investment Advisory first reported a position in IEX in Q3 2021 and has held it in 15 quarters since. The position peaked at $21.5K in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Harbor Investment Advisory held 19 shares of IDEX worth $4.31K as of Q2 2026.
  • Harbor Investment Advisory left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1143 holding.
  • Harbor Investment Advisory first reported a position in IDEX in Q3 2021 and has held it in 15 quarters since.
  • Harbor Investment Advisory's IDEX position peaked at $21.5K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.