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New York Life Investment Management’s IDEX IEX Stock Holding History

New York Life 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 		$4.88M Buy
21,509
+555
+3% +$117K 0.03% 351
2026
Q1 		$3.97M Buy
20,954
+3,649
+21% +$720K 0.03% 378
2025
Q4 		$3.08M Buy
17,305
+6,971
+67% +$1.19M 0.03% 424
2025
Q3 		$1.68M Buy
10,334
+17
+0.2% +$2.87K 0.01% 570
2025
Q2 		$1.81M Buy
10,317
+147
+1% +$26.1K 0.02% 549
2025
Q1 		$1.84M Sell
10,170
-64
-0.6% -$12.7K 0.02% 555
2024
Q4 		$2.14M Buy
10,234
+76
+0.7% +$16.6K 0.02% 537
2024
Q3 		$2.18M Sell
10,158
-326
-3% -$65.7K 0.02% 558
2024
Q2 		$2.11M Buy
10,484
+66
+0.6% +$14.4K 0.02% 540
2024
Q1 		$2.54M Sell
10,418
-394
-4% -$89K 0.03% 500
2023
Q4 		$2.35M Sell
10,812
-771
-7% -$156K 0.02% 514
2023
Q3 		$2.41M Buy
11,583
+219
+2% +$47.5K 0.03% 475
2023
Q2 		$2.45M Sell
11,364
-38
-0.3% -$7.99K 0.03% 464
2023
Q1 		$2.63M Sell
11,402
-3
-0% -$681 0.03% 452
2022
Q4 		$2.6M Sell
11,405
-78
-0.7% -$17.4K 0.03% 458
2022
Q3 		$2.29M Sell
11,483
-23
-0.2% -$4.65K 0.03% 476
2022
Q2 		$2.09M Buy
+11,506
New +$2.17M 0.02% 501

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 $3.38T AUM 44.17% 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 York Life Investment Management's IEX Position: Q2 2026 in Review

New York Life Investment Management increased its IDEX (IEX) stake by 2.6% in Q2 2026, buying an estimated $117K and bringing the position to 21,509 shares worth $4.88M. The position accounts for 0.03% of the portfolio, ranked #351.

New York Life Investment Management first reported a position in IEX in Q2 2022 and has held it in 17 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • New York Life Investment Management held 21,509 shares of IDEX worth $4.88M as of Q2 2026.
  • New York Life Investment Management bought 555 IDEX shares in Q2 2026, an estimated $117K.
  • IDEX made up 0.03% of New York Life Investment Management's portfolio in Q2 2026, its #351 holding.
  • New York Life Investment Management first reported a position in IDEX in Q2 2022 and has held it in 17 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.