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LRI Investments’s IDEX IEX Stock Holding History

LRI Investments’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 		$9.3K Buy
41
+5
+14% +$1.06K ﹤0.01% 973
2026
Q1 		$6.82K Hold
36
– – ﹤0.01% 991
2025
Q4 		$6.41K Hold
36
– – ﹤0.01% 979
2025
Q3 		$5.86K Hold
36
– – ﹤0.01% 1006
2025
Q2 		$6.32K Hold
36
– – ﹤0.01% 954
2025
Q1 		$6.51K Hold
36
– – ﹤0.01% 878
2024
Q4 		$7.53K Hold
36
– – ﹤0.01% 829
2024
Q3 		$8.26K Hold
36
– – ﹤0.01% 817
2024
Q2 		$7.24K Hold
36
– – ﹤0.01% 811
2024
Q1 		$8.79K Buy
+36
New +$8.13K ﹤0.01% 534

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

LRI Investments's IEX Position: Q2 2026 in Review

LRI Investments increased its IDEX (IEX) stake by 14% in Q2 2026, buying an estimated $1.06K and bringing the position to 41 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

LRI Investments first reported a position in IEX in Q1 2024 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • LRI Investments held 41 shares of IDEX worth $9.3K as of Q2 2026.
  • LRI Investments bought 5 IDEX shares in Q2 2026, an estimated $1.06K.
  • IDEX made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #973 holding.
  • LRI Investments first reported a position in IDEX in Q1 2024 and has held it in 10 quarters since.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.