INTECH Investment Management’s IDEX IEX Stock Holding History

INTECH Investment Management’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	$828K	Buy	4,370 +963	+28%	+$190K	0.01%	1089
2025 Q4	$606K	Sell	3,407 -465	-12%	-$79.5K	0.01%	1399
2025 Q3	$630K	Sell	3,872 -3	-0.1%	-$507	0.01%	1450
2025 Q2	$680K	Sell	3,875 -181	-4%	-$32.1K	0.01%	1434
2025 Q1	$734K	Sell	4,056 -74	-2%	-$14.7K	0.01%	1389
2024 Q4	$864K	Sell	4,130 -9,583	-70%	-$2.1M	0.01%	1238
2024 Q3	$2.94M	Sell	13,713 -6,743	-33%	-$1.36M	0.03%	377
2024 Q2	$4.12M	Buy	20,456 +6,657	+48%	+$1.45M	0.05%	284
2024 Q1	$3.37M	Buy	13,799 +10,709	+347%	+$2.42M	0.05%	287
2023 Q4	$671K	Sell	3,090 -5,215	-63%	-$1.05M	0.01%	492
2023 Q3	$1.73M	Sell	8,305 -36,872	-82%	-$8M	0.03%	364
2023 Q2	$9.72M	Sell	45,177 -28,278	-38%	-$5.94M	0.1%	213
2023 Q1	$17M	Buy	73,455 +5,653	+8%	+$1.28M	0.14%	204
2022 Q4	$15.5M	Sell	67,802 -10,921	-14%	-$2.44M	0.12%	223
2022 Q3	$15.7M	Sell	78,723 -43,934	-36%	-$8.88M	0.12%	223
2022 Q2	$22.3M	Buy	+122,657	New	+$23.1M	0.13%	183

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $134B 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