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New Age Alpha Advisors’s IDEX IEX Stock Holding History

New Age Alpha 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
Q2 		$1.31M Buy
+5,787
New +$1.22M 0.06% 391
2025
Q4 		– Sell
-51
Closed -$8.3K – 831
2025
Q3 		$8.3K Hold
51
– – ﹤0.01% 799
2025
Q2 		$8.95K Hold
51
– – ﹤0.01% 821
2025
Q1 		$9.23K Sell
51
-28
-35% -$5.57K ﹤0.01% 887
2024
Q4 		$16.5K Hold
79
– – ﹤0.01% 856
2024
Q3 		$16.9K Buy
+79
New +$15.9K 0.01% 118

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

New Age Alpha Advisors's IEX Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in IDEX (IEX) in Q2 2026: 5,787 shares worth $1.31M. The stake represents 0.06% of the portfolio and ranks #391 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in IEX as recently as Q3 2025.

New Age Alpha Advisors first reported a position in IEX in Q3 2024 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • New Age Alpha Advisors held 5,787 shares of IDEX worth $1.31M as of Q2 2026.
  • IDEX was a new New Age Alpha Advisors position in Q2 2026.
  • IDEX made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #391 holding.
  • New Age Alpha Advisors first reported a position in IDEX in Q3 2024 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.