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IEQ Capital’s IDEX IEX Stock Holding History

IEQ Capital’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 		$941K Sell
4,148
-464
-10% -$98.2K ﹤0.01% 1120
2026
Q1 		$874K Buy
4,612
+974
+27% +$192K ﹤0.01% 1099
2025
Q4 		$647K Buy
+3,638
New +$622K ﹤0.01% 1212
2024
Q4 		– Sell
-1,509
Closed -$324K – 1383
2024
Q3 		$324K Sell
1,509
-17
-1% -$3.43K ﹤0.01% 898
2024
Q2 		$307K Buy
1,526
+53
+4% +$11.6K ﹤0.01% 794
2024
Q1 		$359K Buy
1,473
+47
+3% +$10.6K 0.01% 725
2023
Q4 		$310K Buy
1,426
+266
+23% +$53.7K 0.01% 721
2023
Q3 		$241K Buy
1,160
+148
+15% +$32.1K ﹤0.01% 785
2023
Q2 		$218K Sell
1,012
-296
-23% -$62.2K ﹤0.01% 785
2023
Q1 		$302K Sell
1,308
-120
-8% -$27.2K 0.01% 715
2022
Q4 		$326K Buy
1,428
+32
+2% +$7.15K 0.01% 605
2022
Q3 		$279K Buy
+1,396
New +$282K 0.01% 683

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

IEQ Capital's IEX Position: Q2 2026 in Review

IEQ Capital reduced its IDEX (IEX) stake by 10% in Q2 2026, selling an estimated $98.2K and leaving 4,148 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

IEQ Capital first reported a position in IEX in Q3 2022 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • IEQ Capital held 4,148 shares of IDEX worth $941K as of Q2 2026.
  • IEQ Capital sold 464 IDEX shares in Q2 2026, an estimated $98.2K.
  • IDEX made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1120 holding.
  • IEQ Capital first reported a position in IDEX in Q3 2022 and has held it in 12 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.