K.J. Harrison & Partners’s IDEX IEX Stock Holding History

K.J. Harrison & 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	–	Sell	-20,000	Closed	-$3.79M	–	241
2026 Q1	$3.79M	Hold	20,000	–	–	0.62%	48
2025 Q4	$3.56M	Buy	+20,000	New	+$3.42M	0.47%	64
2024 Q3	–	Sell	-17,430	Closed	-$3.51M	–	220
2024 Q2	$3.51M	Hold	17,430	–	–	0.58%	50
2024 Q1	$4.25M	Sell	17,430 -970	-5%	-$219K	0.66%	41
2023 Q4	$3.99M	Sell	18,400 -25	-0.1%	-$5.04K	0.68%	45
2023 Q3	$3.83M	Buy	18,425 +8,120	+79%	+$1.76M	0.86%	35
2023 Q2	$2.21M	Buy	10,305 +10	+0.1%	+$2.1K	0.4%	77
2023 Q1	$2.38M	Hold	10,295	–	–	0.48%	69
2022 Q4	$3.18M	Buy	10,295 +65	+0.6%	+$14.5K	0.62%	53
2022 Q3	$2.04M	Sell	10,230 -250	-2%	-$50.5K	0.72%	45
2022 Q2	$1.91M	Hold	10,480	–	–	0.51%	61
2022 Q1	$2.01M	Buy	10,480 +50	+0.5%	+$10.1K	0.32%	85
2021 Q4	$2.47M	Buy	10,430 +370	+4%	+$84K	0.35%	90
2021 Q3	$2.09M	Hold	10,060	–	–	0.3%	100
2021 Q2	$2.22M	Buy	10,060 +60	+0.6%	+$13.3K	0.23%	95
2021 Q1	$2.09M	Hold	10,000	–	–	0.32%	89
2020 Q4	$1.99M	Buy	+10,000	New	+$1.9M	0.32%	101

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

K.J. Harrison & Partners's IEX Position: Q2 2026 in Review

K.J. Harrison & Partners sold out of IDEX (IEX) in Q2 2026, closing a stake of 20,000 shares — an estimated $3.79M sold.

K.J. Harrison & Partners first reported a position in IEX in Q4 2020 and held it in 17 quarters. The position peaked at $4.25M in Q1 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

K.J. Harrison & Partners reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 20,000 IDEX shares in Q2 2026, an estimated $3.79M.
K.J. Harrison & Partners first reported a position in IDEX in Q4 2020 and held it in 17 quarters.
K.J. Harrison & Partners's IDEX position peaked at $4.25M in Q1 2024.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.