InceptionR’s IDEX IEX Stock Holding History

InceptionR’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	–	Sell	-3,677	Closed	-$697K	–	773
2026 Q1	$697K	Buy	+3,677	New	+$726K	0.17%	208
2024 Q2	–	Sell	-3,400	Closed	-$830K	–	718
2024 Q1	$830K	Buy	+3,400	New	+$768K	0.21%	177

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 $3.37T AUM 44.26% 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

InceptionR's IEX Position: Q2 2026 in Review

InceptionR sold out of IDEX (IEX) in Q2 2026, closing a stake of 3,677 shares — an estimated $697K sold.

InceptionR first reported a position in IEX in Q1 2024 and held it in 2 quarters. The position peaked at $830K in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

InceptionR reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
InceptionR sold 3,677 IDEX shares in Q2 2026, an estimated $697K.
InceptionR first reported a position in IDEX in Q1 2024 and held it in 2 quarters.
InceptionR's IDEX position peaked at $830K in Q1 2024.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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