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NEOS Investment Management’s IDEX IEX Stock Holding History

NEOS Investment 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
Q2 		$2.63M Buy
11,600
+1,385
+14% +$293K 0.01% 478
2026
Q1 		$1.94M Buy
10,215
+8,860
+654% +$1.75M 0.01% 493
2025
Q4 		$241K Buy
1,355
+15
+1% +$2.56K ﹤0.01% 645
2025
Q3 		$218K Buy
+1,340
New +$226K ﹤0.01% 621
2025
Q1 		– Sell
-965
Closed -$202K – 610
2024
Q4 		$202K Sell
965
-7
-0.7% -$1.53K ﹤0.01% 583
2024
Q3 		$208K Buy
+972
New +$196K 0.01% 574
2024
Q2 		– Sell
-972
Closed -$237K – 572
2024
Q1 		$237K Sell
972
-17
-2% -$3.84K 0.01% 531
2023
Q4 		$215K Buy
+989
New +$199K 0.02% 484

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

NEOS Investment Management's IEX Position: Q2 2026 in Review

NEOS Investment Management increased its IDEX (IEX) stake by 14% in Q2 2026, buying an estimated $293K and bringing the position to 11,600 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #478.

NEOS Investment Management first reported a position in IEX in Q4 2023 and has held it in 8 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • NEOS Investment Management held 11,600 shares of IDEX worth $2.63M as of Q2 2026.
  • NEOS Investment Management bought 1,385 IDEX shares in Q2 2026, an estimated $293K.
  • IDEX made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #478 holding.
  • NEOS Investment Management first reported a position in IDEX in Q4 2023 and has held it in 8 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.