Hillsdale Investment Management’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.4K Hold
90
– – ﹤0.01% 614
2026
Q1
$17.1K Buy
+90
New +$17.8K ﹤0.01% 620

Other funds holding IEX

Hillsdale Investment Management's IEX Position: Q2 2026 in Review

Hillsdale Investment Management held its IDEX (IEX) position steady in Q2 2026 at 90 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Hillsdale Investment Management first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Hillsdale Investment Management held 90 shares of IDEX worth $20.4K as of Q2 2026.
  • Hillsdale Investment Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #614 holding.
  • Hillsdale Investment Management first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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