Marshall Wace’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Sell |
13,145
-23,062
| -64% | -$4.88M | ﹤0.01% | 1632 |
|
|
2026
Q1 | $6.86M | Sell |
36,207
-119,037
| -77% | -$23.5M | 0.01% | 1150 |
|
|
2025
Q4 | $27.6M | Buy |
155,244
+111,618
| +256% | +$19.1M | 0.03% | 529 |
|
|
2025
Q3 | $7.1M | Buy |
43,626
+17,174
| +65% | +$2.9M | 0.01% | 1052 |
|
|
2025
Q2 | $4.64M | Sell |
26,452
-372,608
| -93% | -$66.1M | 0.01% | 1173 |
|
|
2025
Q1 | $72.2M | Buy |
399,060
+40,901
| +11% | +$8.14M | 0.09% | 189 |
|
|
2024
Q4 | $75M | Sell |
358,159
-61,909
| -15% | -$13.5M | 0.09% | 207 |
|
|
2024
Q3 | $90.1M | Buy |
420,068
+318,510
| +314% | +$64.2M | 0.11% | 162 |
|
|
2024
Q2 | $20.4M | Buy |
101,558
+62,803
| +162% | +$13.7M | 0.03% | 497 |
|
|
2024
Q1 | $9.46M | Buy |
+38,755
| New | +$8.75M | 0.01% | 766 |
|
|
2023
Q4 | – | Sell |
-10,407
| Closed | -$2.16M | – | 2364 |
|
|
2023
Q3 | $2.16M | Buy |
+10,407
| New | +$2.26M | ﹤0.01% | 1191 |
|
|
2022
Q3 | – | Sell |
-1,257
| Closed | -$227K | – | 3542 |
|
|
2022
Q2 | $227K | Sell |
1,257
-26,521
| -95% | -$5M | ﹤0.01% | 3129 |
|
|
2022
Q1 | $5.33M | Buy |
27,778
+13,183
| +90% | +$2.67M | 0.01% | 1312 |
|
|
2021
Q4 | $3.45M | Buy |
+14,595
| New | +$3.31M | 0.01% | 1663 |
|
|
2021
Q1 | – | Sell |
-43,017
| Closed | -$8.57M | – | 2649 |
|
|
2020
Q4 | $8.57M | Buy |
43,017
+40,700
| +1,757% | +$7.74M | 0.05% | 396 |
|
|
2020
Q3 | $423K | Sell |
2,317
-35,100
| -94% | -$6.08M | ﹤0.01% | 1281 |
|
|
2020
Q2 | $5.91M | Sell |
37,417
-143,359
| -79% | -$21.9M | 0.04% | 421 |
|
|
2020
Q1 | $25M | Buy |
180,776
+89,995
| +99% | +$14.1M | 0.25% | 90 |
|
|
2019
Q4 | $15.6M | Buy |
90,781
+73,315
| +420% | +$11.9M | 0.11% | 210 |
|
|
2019
Q3 | $2.86M | Sell |
17,466
-20,004
| -53% | -$3.32M | 0.02% | 658 |
|
|
2019
Q2 | $6.45M | Buy |
+37,470
| New | +$5.88M | 0.05% | 411 |
|
|
2019
Q1 | – | Sell |
-749
| Closed | -$95K | – | 1874 |
|
|
2018
Q4 | $95K | Sell |
749
-27,388
| -97% | -$3.67M | ﹤0.01% | 1380 |
|
|
2018
Q3 | $4.24M | Buy |
+28,137
| New | +$4.19M | 0.04% | 494 |
|
|
2017
Q4 | – | Sell |
-5,592
| Closed | -$677K | – | 438 |
|
|
2017
Q3 | $677K | Buy |
+5,592
| New | +$653K | 0.03% | 257 |
|
|
2016
Q4 | – | Sell |
-21,674
| Closed | -$2.03M | – | 1035 |
|
|
2016
Q3 | $2.03M | Sell |
21,674
-6,961
| -24% | -$628K | 0.01% | 592 |
|
|
2016
Q2 | $2.35M | Sell |
28,635
-96,625
| -77% | -$8.04M | 0.02% | 552 |
|
|
2016
Q1 | $10.4M | Buy |
125,260
+37,873
| +43% | +$2.84M | 0.1% | 207 |
|
|
2015
Q4 | $6.7M | Buy |
+87,387
| New | +$6.69M | 0.06% | 321 |
|
Other funds holding IEX
Marshall Wace's IEX Position: Q2 2026 in Review
Marshall Wace reduced its IDEX (IEX) stake by 64% in Q2 2026, selling an estimated $4.88M and leaving 13,145 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1632.
Marshall Wace first reported a position in IEX in Q4 2015 and has held it in 28 quarters since. The position peaked at $90.1M in Q3 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Marshall Wace held 13,145 shares of IDEX worth $2.98M as of Q2 2026.
- Marshall Wace sold 23,062 IDEX shares in Q2 2026, an estimated $4.88M.
- IDEX made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1632 holding.
- Marshall Wace first reported a position in IDEX in Q4 2015 and has held it in 28 quarters since.
- Marshall Wace's IDEX position peaked at $90.1M in Q3 2024.
- 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.