IEQ Capital
IEX icon

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
Q3 		$1.17M Buy
5,144
+996
+24% +$227K 0.01% 1014
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

IEQ Capital's IEX Position: Q3 2026 in Review

IEQ Capital increased its IDEX (IEX) stake by 24% in Q3 2026, buying an estimated $227K and bringing the position to 5,144 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1014.

IEQ Capital first reported a position in IEX in Q3 2022 and has held it in 13 quarters since. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • IEQ Capital held 5,144 shares of IDEX worth $1.17M as of Q3 2026.
  • IEQ Capital bought 996 IDEX shares in Q3 2026, an estimated $227K.
  • IDEX made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #1014 holding.
  • IEQ Capital first reported a position in IDEX in Q3 2022 and has held it in 13 quarters since.
  • 590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.