MG
IEX icon

Mather Group’s IDEX IEX Stock Holding History

Mather Group’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 		$114K Buy
502
+14
+3% +$2.96K ﹤0.01% 911
2026
Q1 		$92.5K Buy
+488
New +$96.3K ﹤0.01% 908
2025
Q4 		– Sell
-449
Closed -$73.1K – 1108
2025
Q3 		$73.1K Buy
+449
New +$75.8K ﹤0.01% 828
2025
Q2 		– Sell
-485
Closed -$87.8K – 1124
2025
Q1 		$87.8K Sell
485
-39
-7% -$7.76K ﹤0.01% 775
2024
Q4 		$110K Buy
524
+25
+5% +$5.47K ﹤0.01% 716
2024
Q3 		$107K Sell
499
-32
-6% -$6.45K ﹤0.01% 721
2024
Q2 		$130K Buy
531
+27
+5% +$5.9K ﹤0.01% 731
2024
Q1 		$109K Buy
+504
New +$114K ﹤0.01% 680

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

Mather Group's IEX Position: Q2 2026 in Review

Mather Group increased its IDEX (IEX) stake by 2.9% in Q2 2026, buying an estimated $2.96K and bringing the position to 502 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Mather Group first reported a position in IEX in Q1 2024 and has held it in 8 quarters since. The position peaked at $130K in Q2 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Mather Group held 502 shares of IDEX worth $114K as of Q2 2026.
  • Mather Group bought 14 IDEX shares in Q2 2026, an estimated $2.96K.
  • IDEX made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #911 holding.
  • Mather Group first reported a position in IDEX in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's IDEX position peaked at $130K in Q2 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.