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Itau Unibanco Holding S.A.’s IDEX IEX Stock Holding History

Itau Unibanco Holding S.A.’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 		– Sell
-134
Closed -$23.8K – 398
2025
Q4 		$23.8K Buy
134
+80
+148% +$13.7K ﹤0.01% 270
2025
Q3 		$8.79K Buy
+54
New +$9.12K ﹤0.01% 359
2020
Q2 		– Sell
-377
Closed -$52K – 284
2020
Q1 		$52K Buy
377
+42
+13% +$6.59K ﹤0.01% 253
2019
Q4 		$58K Buy
+335
New +$54.2K ﹤0.01% 653
2019
Q3 		– Sell
-2,667
Closed -$459K – 484
2019
Q2 		$459K Buy
2,667
+2,053
+334% +$322K 0.02% 316
2019
Q1 		$76K Hold
614
– – ﹤0.01% 463
2018
Q4 		$76K Sell
614
-147
-19% -$19.7K ﹤0.01% 463
2018
Q3 		$115K Buy
+761
New +$113K 0.01% 449

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IEX Position: Q1 2026 in Review

Itau Unibanco Holding S.A. sold out of IDEX (IEX) in Q1 2026, closing a stake of 134 shares — an estimated $23.8K sold.

Itau Unibanco Holding S.A. first reported a position in IEX in Q3 2018 and held it in 8 quarters. The position peaked at $459K in Q2 2019. 676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Itau Unibanco Holding S.A. reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 134 IDEX shares in Q1 2026, an estimated $23.8K.
  • Itau Unibanco Holding S.A. first reported a position in IDEX in Q3 2018 and held it in 8 quarters.
  • Itau Unibanco Holding S.A.'s IDEX position peaked at $459K in Q2 2019.
  • 676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.