HI
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Horizon Investments’s IDEX IEX Stock Holding History

Horizon 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 		$2.2M Buy
9,746
+231
+2% +$48.9K 0.02% 500
2026
Q1 		$1.8M Buy
9,515
+7,581
+392% +$1.5M 0.02% 510
2025
Q4 		$343K Buy
1,934
+289
+18% +$49.4K ﹤0.01% 884
2025
Q3 		$267K Sell
1,645
-2,060
-56% -$348K ﹤0.01% 893
2025
Q2 		$648K Buy
3,705
+2,618
+241% +$464K 0.01% 682
2025
Q1 		$197K Buy
1,087
+54
+5% +$10.8K 0.01% 547
2024
Q4 		$216K Buy
1,033
+6
+0.6% +$1.31K 0.01% 527
2024
Q3 		$220K Sell
1,027
-74
-7% -$14.9K 0.01% 524
2024
Q2 		$221K Buy
1,101
+14
+1% +$3.06K 0.01% 528
2024
Q1 		$265K Buy
1,087
+1
+0.1% +$226 0.01% 488
2023
Q4 		$235K Buy
1,086
+23
+2% +$4.64K 0.01% 486
2023
Q3 		$220K Buy
1,063
+15
+1% +$3.25K 0.01% 490
2023
Q2 		$225K Buy
1,048
+85
+9% +$17.9K 0.01% 486
2023
Q1 		$222K Sell
963
-1,718
-64% -$390K 0.01% 484
2022
Q4 		$611K Buy
2,681
+377
+16% +$84.3K 0.02% 326
2022
Q3 		$459K Buy
+2,304
New +$466K 0.01% 341
2020
Q3 		– Sell
-5,986
Closed -$943K – 418
2020
Q2 		$943K Buy
+5,986
New +$915K 0.02% 252

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

Horizon Investments's IEX Position: Q2 2026 in Review

Horizon Investments increased its IDEX (IEX) stake by 2.4% in Q2 2026, buying an estimated $48.9K and bringing the position to 9,746 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #500.

Horizon Investments first reported a position in IEX in Q2 2020 and has held it in 17 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Horizon Investments held 9,746 shares of IDEX worth $2.2M as of Q2 2026.
  • Horizon Investments bought 231 IDEX shares in Q2 2026, an estimated $48.9K.
  • IDEX made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #500 holding.
  • Horizon Investments first reported a position in IDEX in Q2 2020 and has held it in 17 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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