LRT Capital Management’s IDEX IEX Stock Holding History

LRT Capital 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 Q1	–	Sell	-3,056	Closed	-$544K	–	104
2025 Q4	$544K	Buy	+3,056	New	+$522K	0.47%	68
2025 Q2	–	Sell	-2,202	Closed	-$398K	–	80
2025 Q1	$398K	Buy	+2,202	New	+$438K	0.27%	75

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LRT Capital Management's IEX Position: Q1 2026 in Review

LRT Capital Management sold out of IDEX (IEX) in Q1 2026, closing a stake of 3,056 shares — an estimated $544K sold.

LRT Capital Management first reported a position in IEX in Q1 2025 and held it in 2 quarters. The position peaked at $544K in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

LRT Capital Management reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
LRT Capital Management sold 3,056 IDEX shares in Q1 2026, an estimated $544K.
LRT Capital Management first reported a position in IDEX in Q1 2025 and held it in 2 quarters.
LRT Capital Management's IDEX position peaked at $544K in Q4 2025.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.