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Meeder Advisory Services’s IDEX IEX Stock Holding History

Meeder Advisory Services’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 		– Sell
-1,587
Closed -$301K – 763
2026
Q1 		$301K Sell
1,587
-737
-32% -$145K 0.01% 518
2025
Q4 		$414K Buy
2,324
+537
+30% +$91.8K 0.02% 435
2025
Q3 		$291K Sell
1,787
-776
-30% -$131K 0.01% 498
2025
Q2 		$450K Buy
2,563
+174
+7% +$30.8K 0.02% 400
2025
Q1 		$432K Buy
2,389
+134
+6% +$26.7K 0.03% 385
2024
Q4 		$472K Buy
2,255
+1,148
+104% +$251K 0.03% 361
2024
Q3 		$237K Buy
+1,107
New +$223K 0.02% 487

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

Meeder Advisory Services's IEX Position: Q2 2026 in Review

Meeder Advisory Services sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,587 shares — an estimated $301K sold.

Meeder Advisory Services first reported a position in IEX in Q3 2024 and held it in 7 quarters. The position peaked at $472K in Q4 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Meeder Advisory Services reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Meeder Advisory Services sold 1,587 IDEX shares in Q2 2026, an estimated $301K.
  • Meeder Advisory Services first reported a position in IDEX in Q3 2024 and held it in 7 quarters.
  • Meeder Advisory Services's IDEX position peaked at $472K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.