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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IEQ Capital's IEX Position: Q1 2026 in Review

IEQ Capital increased its IDEX (IEX) stake by 27% in Q1 2026, buying an estimated $192K and bringing the position to 4,612 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

IEQ Capital first reported a position in IEX in Q3 2022 and has held it in 11 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • IEQ Capital held 4,612 shares of IDEX worth $874K as of Q1 2026.
  • IEQ Capital bought 974 IDEX shares in Q1 2026, an estimated $192K.
  • IDEX made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1099 holding.
  • IEQ Capital first reported a position in IDEX in Q3 2022 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.