Heartland Advisors’s IDEX IEX Stock Holding History

Heartland 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	$6.07M	Buy	26,726 +10,618	+66%	+$2.25M	0.27%	149
2026 Q1	$3.05M	Buy	+16,108	New	+$3.18M	0.16%	191

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Heartland Advisors's IEX Position: Q2 2026 in Review

Heartland Advisors increased its IDEX (IEX) stake by 66% in Q2 2026, buying an estimated $2.25M and bringing the position to 26,726 shares worth $6.07M. The position accounts for 0.27% of the portfolio, ranked #149.

Heartland Advisors first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Heartland Advisors held 26,726 shares of IDEX worth $6.07M as of Q2 2026.
Heartland Advisors bought 10,618 IDEX shares in Q2 2026, an estimated $2.25M.
IDEX made up 0.27% of Heartland Advisors's portfolio in Q2 2026, its #149 holding.
Heartland Advisors first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.