J. Goldman & Co’s IDEX IEX Stock Holding History

J. Goldman & Co’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	-87,835	Closed	-$16.6M	–	805
2026 Q1	$16.6M	Buy	+87,835	New	+$17.3M	0.48%	52

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

J. Goldman & Co's IEX Position: Q2 2026 in Review

J. Goldman & Co sold out of IDEX (IEX) in Q2 2026, closing a stake of 87,835 shares — an estimated $16.6M sold.

J. Goldman & Co first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $16.6M in Q1 2026. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

J. Goldman & Co reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 87,835 IDEX shares in Q2 2026, an estimated $16.6M.
J. Goldman & Co first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
J. Goldman & Co's IDEX position peaked at $16.6M in Q1 2026.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.