MV Capital Management’s IDEX IEX Stock Holding History

MV Capital 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 Q3	$228	Hold	1	–	–	﹤0.01%	1126
2026 Q2	$227	Hold	1	–	–	﹤0.01%	1136
2026 Q1	$190	Hold	1	–	–	﹤0.01%	1076
2025 Q4	$178	Hold	1	–	–	﹤0.01%	1044
2025 Q3	$163	Sell	1 -8	-89%	-$1.35K	﹤0.01%	957
2025 Q2	$1.58K	Buy	9 +4	+80%	+$709	﹤0.01%	730
2025 Q1	$905	Sell	5 -9	-64%	-$1.79K	﹤0.01%	759
2024 Q4	$2.93K	Hold	14	–	–	﹤0.01%	661
2024 Q3	$3K	Sell	14 -2	-13%	-$403	﹤0.01%	668
2024 Q2	$3.22K	Buy	16 +4	+33%	+$874	﹤0.01%	630
2024 Q1	$2.93K	Buy	12 +4	+50%	+$903	﹤0.01%	641
2023 Q4	$1.74K	Sell	8 -11	-58%	-$2.22K	﹤0.01%	648
2023 Q3	$3.95K	Buy	19 +1	+6%	+$217	﹤0.01%	609
2023 Q2	$3.88K	Buy	18 +9	+100%	+$1.89K	﹤0.01%	609
2023 Q1	$2.08K	Buy	9 +5	+125%	+$1.14K	﹤0.01%	639
2022 Q4	$913	Hold	4	–	–	﹤0.01%	647
2022 Q3	$1K	Buy	4 +1	+33%	+$202	﹤0.01%	654
2022 Q2	$1K	Sell	3 -6	-67%	-$1.13K	﹤0.01%	653
2022 Q1	$2K	Sell	9 -4	-31%	-$811	﹤0.01%	651
2021 Q4	$3K	Buy	13 +6	+86%	+$1.36K	﹤0.01%	639
2021 Q3	$1K	Buy	+7	New	+$1.55K	﹤0.01%	697

Other funds holding IEX

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

MV Capital Management's IEX Position: Q3 2026 in Review

MV Capital Management held its IDEX (IEX) position steady in Q3 2026 at 1 share worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

MV Capital Management first reported a position in IEX in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.95K in Q3 2023. 295 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

MV Capital Management held 1 share of IDEX worth $228 as of Q3 2026.
MV Capital Management left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1126 holding.
MV Capital Management first reported a position in IDEX in Q3 2021 and has held it in 21 quarters since.
MV Capital Management's IDEX position peaked at $3.95K in Q3 2023.
295 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.