IFU
IEX icon

iSAM Funds (UK)’s IDEX IEX Stock Holding History

iSAM Funds (UK)’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 		$250K Sell
1,100
-6,123
-85% -$1.3M 0.18% 184
2026
Q1 		$1.37M Buy
+7,223
New +$1.43M 0.68% 34
2025
Q3 		– Sell
-15,098
Closed -$2.65M – 716
2025
Q2 		$2.65M Buy
15,098
+10,041
+199% +$1.78M 0.58% 30
2025
Q1 		$915K Buy
+5,057
New +$1.01M 0.45% 63
2024
Q3 		– Sell
-9,918
Closed -$2M – 347
2024
Q2 		$2M Buy
9,918
+6,784
+216% +$1.48M 1.5% 1
2024
Q1 		$765K Buy
+3,134
New +$708K 0.44% 81

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

iSAM Funds (UK)'s IEX Position: Q2 2026 in Review

iSAM Funds (UK) reduced its IDEX (IEX) stake by 85% in Q2 2026, selling an estimated $1.3M and leaving 1,100 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #184.

iSAM Funds (UK) first reported a position in IEX in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q2 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • iSAM Funds (UK) held 1,100 shares of IDEX worth $250K as of Q2 2026.
  • iSAM Funds (UK) sold 6,123 IDEX shares in Q2 2026, an estimated $1.3M.
  • IDEX made up 0.18% of iSAM Funds (UK)'s portfolio in Q2 2026, its #184 holding.
  • iSAM Funds (UK) first reported a position in IDEX in Q1 2024 and has held it in 6 quarters since.
  • iSAM Funds (UK)'s IDEX position peaked at $2.65M in Q2 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.