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MQS Management’s IDEX IEX Stock Holding History

MQS 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 		$398K Buy
+2,102
New +$415K 0.27% 143
2025
Q3 		– Sell
-1,372
Closed -$241K – 524
2025
Q2 		$241K Sell
1,372
-1,105
-45% -$196K 0.13% 333
2025
Q1 		$448K Buy
+2,477
New +$493K 0.26% 154
2024
Q3 		– Sell
-3,234
Closed -$651K – 541
2024
Q2 		$651K Buy
+3,234
New +$706K 0.39% 56
2023
Q4 		– Sell
-1,654
Closed -$344K – 566
2023
Q3 		$344K Sell
1,654
-784
-32% -$170K 0.21% 208
2023
Q2 		$525K Buy
+2,438
New +$513K 0.36% 75
2022
Q2 		– Sell
-2,902
Closed -$556K – 476
2022
Q1 		$556K Buy
+2,902
New +$589K 0.45% 50

Other funds holding IEX

BlackRock
BlackRock New York $5.7T 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 $134B 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