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MeadowBrook Investment Advisors’s IDEX IEX Stock Holding History

MeadowBrook Investment Advisors’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
-1,021
Closed -$182K – 195
2025
Q4 		$182K Sell
1,021
-6
-0.6% -$1.02K 0.15% 120
2025
Q3 		$167K Hold
1,027
– – 0.14% 126
2025
Q2 		$180K Sell
1,027
-21
-2% -$3.72K 0.16% 118
2025
Q1 		$190K Hold
1,048
– – 0.18% 114
2024
Q4 		$219K Sell
1,048
-20
-2% -$4.38K 0.19% 103
2024
Q3 		$229K Sell
1,068
-10
-0.9% -$2.02K 0.21% 98
2024
Q2 		$217K Buy
1,078
+200
+23% +$43.7K 0.21% 99
2024
Q1 		$214K Sell
878
-80
-8% -$18.1K 0.2% 102
2023
Q4 		$208K Buy
+958
New +$193K 0.2% 102

Other funds holding IEX

BlackRock
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MeadowBrook Investment Advisors's IEX Position: Q1 2026 in Review

MeadowBrook Investment Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,021 shares — an estimated $182K sold.

MeadowBrook Investment Advisors first reported a position in IEX in Q4 2023 and held it in 9 quarters. The position peaked at $229K in Q3 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • MeadowBrook Investment Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 1,021 IDEX shares in Q1 2026, an estimated $182K.
  • MeadowBrook Investment Advisors first reported a position in IDEX in Q4 2023 and held it in 9 quarters.
  • MeadowBrook Investment Advisors's IDEX position peaked at $229K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.