LECAP Asset Management’s IDEX IEX Stock Holding History

LECAP Asset Management’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	$1.3M	Sell	5,720 -7,382	-56%	-$1.56M	0.56%	53
2026 Q1	$2.48M	Buy	+13,102	New	+$2.59M	0.93%	12
2025 Q4	–	Sell	-7,739	Closed	-$1.26M	–	334
2025 Q3	$1.26M	Sell	7,739 -3,666	-32%	-$619K	0.44%	93
2025 Q2	$2M	Sell	11,405 -5,241	-31%	-$929K	0.71%	27
2025 Q1	$3.01M	Buy	+16,646	New	+$3.31M	0.7%	25
2024 Q3	–	Sell	-14,344	Closed	-$2.89M	–	356
2024 Q2	$2.89M	Buy	14,344 +11,459	+397%	+$2.5M	0.62%	41
2024 Q1	$704K	Buy	+2,885	New	+$652K	0.15%	230

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

LECAP Asset Management's IEX Position: Q2 2026 in Review

LECAP Asset Management reduced its IDEX (IEX) stake by 56% in Q2 2026, selling an estimated $1.56M and leaving 5,720 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #53.

LECAP Asset Management first reported a position in IEX in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q1 2025. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

LECAP Asset Management held 5,720 shares of IDEX worth $1.3M as of Q2 2026.
LECAP Asset Management sold 7,382 IDEX shares in Q2 2026, an estimated $1.56M.
IDEX made up 0.56% of LECAP Asset Management's portfolio in Q2 2026, its #53 holding.
LECAP Asset Management first reported a position in IDEX in Q1 2024 and has held it in 7 quarters since.
LECAP Asset Management's IDEX position peaked at $3.01M in Q1 2025.
685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.