HRT Financial’s IDEX IEX Stock Holding History

HRT Financial’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	$40.6M	Buy	178,996 +81,219	+83%	+$17.2M	0.07%	249
2026 Q1	$18.5M	Buy	+97,777	New	+$19.3M	0.05%	362
2024 Q2	–	Sell	-3,597	Closed	-$877K	–	2607
2024 Q1	$877K	Buy	3,597 +2,355	+190%	+$532K	0.01%	950
2023 Q4	$269K	Buy	+1,242	New	+$251K	﹤0.01%	1662
2023 Q3	–	Sell	-33,374	Closed	-$7.18M	–	2714
2023 Q2	$7.18M	Buy	+33,374	New	+$7.02M	0.07%	202
2022 Q3	–	Sell	-5,002	Closed	-$908K	–	3122
2022 Q2	$908K	Buy	+5,002	New	+$943K	0.01%	1022
2020 Q3	–	Sell	-21,938	Closed	-$3.47M	–	2102
2020 Q2	$3.47M	Buy	21,938 +18,036	+462%	+$2.76M	0.1%	199
2020 Q1	$538K	Sell	3,902 -1,848	-32%	-$290K	0.03%	372
2019 Q4	$989K	Buy	+5,750	New	+$930K	0.04%	338
2019 Q3	–	Sell	-5,603	Closed	-$964K	–	1485
2019 Q2	$964K	Buy	+5,603	New	+$880K	0.06%	277
2019 Q1	–	Sell	-5,579	Closed	-$704K	–	653
2018 Q4	$704K	Buy	+5,579	New	+$747K	0.1%	165
2018 Q2	–	Sell	-1,514	Closed	-$215K	–	318
2018 Q1	$215K	Buy	+1,514	New	+$211K	0.1%	160

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 $3.38T AUM 44.17% 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

HRT Financial's IEX Position: Q2 2026 in Review

HRT Financial increased its IDEX (IEX) stake by 83% in Q2 2026, buying an estimated $17.2M and bringing the position to 178,996 shares worth $40.6M. The position accounts for 0.07% of the portfolio, ranked #249.

HRT Financial first reported a position in IEX in Q1 2018 and has held it in 12 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

HRT Financial held 178,996 shares of IDEX worth $40.6M as of Q2 2026.
HRT Financial bought 81,219 IDEX shares in Q2 2026, an estimated $17.2M.
IDEX made up 0.07% of HRT Financial's portfolio in Q2 2026, its #249 holding.
HRT Financial first reported a position in IDEX in Q1 2018 and has held it in 12 quarters since.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.