Interval Partners’s IDEX IEX Stock Holding History

Interval Partners’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	$10.3M	Sell	45,390 -187,792	-81%	-$39.7M	0.27%	115
2026 Q1	$44.2M	Sell	233,182 -100,592	-30%	-$19.9M	1.16%	20
2025 Q4	$59.4M	Buy	+333,774	New	+$57M	1.06%	21
2025 Q2	–	Sell	-179,779	Closed	-$32.5M	–	426
2025 Q1	$32.5M	Buy	+179,779	New	+$35.8M	0.68%	27
2022 Q4	–	Sell	-39,338	Closed	-$7.86M	–	268
2022 Q3	$7.86M	Buy	+39,338	New	+$7.95M	0.35%	88
2020 Q2	–	Sell	-20,190	Closed	-$2.79M	–	246
2020 Q1	$2.79M	Buy	+20,190	New	+$3.17M	0.21%	98
2014 Q3	–	Sell	-22,658	Closed	-$1.83M	–	160
2014 Q2	$1.83M	Sell	22,658 -30,446	-57%	-$2.3M	0.42%	64
2014 Q1	$3.88M	Buy	+53,104	New	+$3.87M	1.03%	37

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

Interval Partners's IEX Position: Q2 2026 in Review

Interval Partners reduced its IDEX (IEX) stake by 81% in Q2 2026, selling an estimated $39.7M and leaving 45,390 shares worth $10.3M. The position accounts for 0.27% of the portfolio, ranked #115.

Interval Partners first reported a position in IEX in Q1 2014 and has held it in 8 quarters since. The position peaked at $59.4M in Q4 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Interval Partners held 45,390 shares of IDEX worth $10.3M as of Q2 2026.
Interval Partners sold 187,792 IDEX shares in Q2 2026, an estimated $39.7M.
IDEX made up 0.27% of Interval Partners's portfolio in Q2 2026, its #115 holding.
Interval Partners first reported a position in IDEX in Q1 2014 and has held it in 8 quarters since.
Interval Partners's IDEX position peaked at $59.4M in Q4 2025.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.