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Jefferies Financial Group’s IDEX IEX Stock Holding History

Jefferies Financial Group’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 		$9.9M Buy
43,616
+316
+0.7% +$66.9K 0.07% 249
2026
Q1 		$8.21M Buy
43,300
+13,891
+47% +$2.74M 0.06% 237
2025
Q4 		$5.23M Buy
29,409
+25,123
+586% +$4.29M 0.03% 472
2025
Q3 		$698K Sell
4,286
-200
-4% -$33.8K ﹤0.01% 982
2025
Q2 		$788K Sell
4,486
-1,395
-24% -$247K 0.01% 795
2025
Q1 		$1.06M Buy
+5,881
New +$1.17M 0.01% 794
2024
Q2 		– Sell
-1,400
Closed -$342K – 1608
2024
Q1 		$342K Sell
1,400
-230
-14% -$51.9K ﹤0.01% 1171
2023
Q4 		$354K Buy
+1,630
New +$329K ﹤0.01% 1327
2019
Q2 		– Sell
-6,796
Closed -$1.03M – 30
2019
Q1 		$1.03M Sell
6,796
-3,423
-33% -$484K 0.1% 27
2018
Q4 		$1.29M Buy
10,219
+1,179
+13% +$158K 0.15% 36
2018
Q3 		$1.36M Sell
9,040
-4
-0% -$596 0.11% 69
2018
Q2 		$1.23M Sell
9,044
-532
-6% -$74.3K 0.09% 60
2018
Q1 		$1.36M Buy
9,576
+7,061
+281% +$986K 0.1% 56
2017
Q4 		$332K Sell
2,515
-461
-15% -$59.3K 0.03% 92
2017
Q3 		$361K Buy
+2,976
New +$348K 0.03% 61

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

Jefferies Financial Group's IEX Position: Q2 2026 in Review

Jefferies Financial Group increased its IDEX (IEX) stake by 0.73% in Q2 2026, buying an estimated $66.9K and bringing the position to 43,616 shares worth $9.9M. The position accounts for 0.07% of the portfolio, ranked #249.

Jefferies Financial Group first reported a position in IEX in Q3 2017 and has held it in 15 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Jefferies Financial Group held 43,616 shares of IDEX worth $9.9M as of Q2 2026.
  • Jefferies Financial Group bought 316 IDEX shares in Q2 2026, an estimated $66.9K.
  • IDEX made up 0.07% of Jefferies Financial Group's portfolio in Q2 2026, its #249 holding.
  • Jefferies Financial Group first reported a position in IDEX in Q3 2017 and has held it in 15 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.