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Harbour Investments’s IDEX IEX Stock Holding History

Harbour Investments’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 		$681 Buy
3
+1
+50% +$212 ﹤0.01% 4306
2026
Q1 		$385 Buy
+2
New +$395 ﹤0.01% 4301
2025
Q4 		– Sell
-26
Closed -$4.23K – 3942
2025
Q3 		$4.23K Sell
26
-9
-26% -$1.52K ﹤0.01% 3049
2025
Q2 		$6.14K Sell
35
-18
-34% -$3.19K ﹤0.01% 2804
2025
Q1 		$9.59K Buy
53
+51
+2,550% +$10.2K ﹤0.01% 2543
2024
Q4 		$419 Sell
2
-16
-89% -$3.5K ﹤0.01% 3298
2024
Q3 		$3.86K Sell
18
-2
-10% -$403 ﹤0.01% 2717
2024
Q2 		$4.02K Hold
20
– – ﹤0.01% 2589
2024
Q1 		$4.88K Sell
20
-3
-13% -$678 ﹤0.01% 2497
2023
Q4 		$4.99K Buy
23
+12
+109% +$2.42K ﹤0.01% 2407
2023
Q3 		$2.29K Sell
11
-2
-15% -$434 ﹤0.01% 2513
2023
Q2 		$2.8K Sell
13
-93
-88% -$19.6K ﹤0.01% 2453
2023
Q1 		$24.5K Hold
106
– – ﹤0.01% 1654
2022
Q4 		$24.2K Buy
106
+7
+7% +$1.56K ﹤0.01% 1604
2022
Q3 		$18K Hold
99
– – ﹤0.01% 1705
2022
Q2 		$18K Buy
+99
New +$18.7K ﹤0.01% 1705
2021
Q4 		$34K Hold
143
– – ﹤0.01% 1433
2021
Q3 		$30K Buy
143
+15
+12% +$3.33K ﹤0.01% 2069
2021
Q2 		$28K Buy
128
+12
+10% +$2.65K ﹤0.01% 2145
2021
Q1 		$24K Buy
+116
New +$23K ﹤0.01% 2112

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

Harbour Investments's IEX Position: Q2 2026 in Review

Harbour Investments increased its IDEX (IEX) stake by 50% in Q2 2026, buying an estimated $212 and bringing the position to 3 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

Harbour Investments first reported a position in IEX in Q1 2021 and has held it in 20 quarters since. The position peaked at $34K in Q4 2021. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Harbour Investments held 3 shares of IDEX worth $681 as of Q2 2026.
  • Harbour Investments bought 1 IDEX share in Q2 2026, an estimated $212.
  • IDEX made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4306 holding.
  • Harbour Investments first reported a position in IDEX in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's IDEX position peaked at $34K in Q4 2021.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.