Nisa Investment Advisors
IEX icon

Nisa Investment Advisors’s IDEX IEX Stock Holding History

Nisa Investment 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 		$6.78M Buy
29,880
+1,310
+5% +$277K 0.02% 342
2026
Q1 		$5.42M Sell
28,570
-940
-3% -$186K 0.02% 366
2025
Q4 		$5.25M Buy
29,510
+948
+3% +$162K 0.02% 401
2025
Q3 		$4.65M Sell
28,562
-6,248
-18% -$1.06M 0.02% 420
2025
Q2 		$6.11M Buy
34,810
+4,610
+15% +$817K 0.03% 360
2025
Q1 		$5.47M Sell
30,200
-2,612
-8% -$520K 0.03% 394
2024
Q4 		$6.87M Sell
32,812
-155
-0.5% -$33.9K 0.03% 374
2024
Q3 		$7.07M Sell
32,967
-1,666
-5% -$336K 0.04% 350
2024
Q2 		$6.97M Sell
34,633
-292
-0.8% -$63.8K 0.04% 350
2024
Q1 		$8.52M Buy
34,925
+94
+0.3% +$21.2K 0.06% 303
2023
Q4 		$7.56M Sell
34,831
-352
-1% -$71K 0.05% 307
2023
Q3 		$7.32M Buy
35,183
+825
+2% +$179K 0.06% 313
2023
Q2 		$7.4M Sell
34,358
-348
-1% -$73.2K 0.05% 322
2023
Q1 		$8.02M Buy
34,706
+651
+2% +$148K 0.06% 296
2022
Q4 		$7.78M Sell
34,055
-2,797
-8% -$625K 0.06% 318
2022
Q3 		$7.38M Buy
36,852
+432
+1% +$87.3K 0.06% 294
2022
Q2 		$6.62M Buy
36,420
+2,120
+6% +$399K 0.06% 309
2022
Q1 		$6.58M Sell
34,300
-3,280
-9% -$665K 0.05% 347
2021
Q4 		$8.1M Sell
37,580
-4,950
-12% -$1.12M 0.06% 291
2021
Q3 		$8.8M Sell
42,530
-300
-0.7% -$66.6K 0.05% 306
2021
Q2 		$9.43M Sell
42,830
-7,400
-15% -$1.64M 0.06% 289
2021
Q1 		$10.5M Sell
50,230
-400
-0.8% -$79.3K 0.07% 269
2020
Q4 		$10.1M Buy
50,630
+900
+2% +$171K 0.06% 277
2020
Q3 		$9.07M Sell
49,730
-200
-0.4% -$34.6K 0.07% 253
2020
Q2 		$7.89M Hold
49,930
– – 0.07% 251
2020
Q1 		$6.9M Buy
49,930
+3,800
+8% +$596K 0.08% 232
2019
Q4 		$7.93M Sell
46,130
-900
-2% -$146K 0.07% 271
2019
Q3 		$7.71M Sell
47,030
-50
-0.1% -$8.3K 0.07% 275
2019
Q2 		$8.1M Sell
47,080
-3,680
-7% -$578K 0.08% 256
2019
Q1 		$7.7M Sell
50,760
-377
-0.7% -$53.3K 0.08% 256
2018
Q4 		$6.46M Buy
51,137
+3,857
+8% +$516K 0.07% 261
2018
Q3 		$7.12M Hold
47,280
– – 0.06% 284
2018
Q2 		$6.45M Buy
47,280
+100
+0.2% +$14K 0.07% 287
2018
Q1 		$6.7M Sell
47,180
-4,000
-8% -$558K 0.07% 271
2017
Q4 		$6.75M Buy
51,180
+150
+0.3% +$19.3K 0.07% 277
2017
Q3 		$6.2M Hold
51,030
– – 0.07% 281
2017
Q2 		$5.74M Hold
51,030
– – 0.07% 301
2017
Q1 		$4.77M Sell
51,030
-500
-1% -$45.9K 0.06% 343
2016
Q4 		$4.64M Hold
51,530
– – 0.06% 334
2016
Q3 		$4.82M Hold
51,530
– – 0.06% 326
2016
Q2 		$4.23M Sell
51,530
-200
-0.4% -$16.6K 0.06% 346
2016
Q1 		$4.29M Buy
51,730
+10,000
+24% +$750K 0.06% 327
2015
Q4 		$3.2M Sell
41,730
-100
-0.2% -$7.66K 0.05% 391
2015
Q3 		$2.98M Buy
41,830
+100
+0.2% +$7.37K 0.05% 406
2015
Q2 		$3.28M Hold
41,730
– – 0.05% 394
2015
Q1 		$3.16M Sell
41,730
-2,100
-5% -$158K 0.04% 420
2014
Q4 		$3.41M Buy
43,830
+2,400
+6% +$179K 0.05% 397
2014
Q3 		$3M Buy
41,430
+100
+0.2% +$7.72K 0.04% 423
2014
Q2 		$3.34M Sell
41,330
-200
-0.5% -$15.1K 0.05% 387
2014
Q1 		$3.03M Hold
41,530
– – 0.04% 418
2013
Q4 		$3.07M Sell
41,530
-1,900
-4% -$132K 0.04% 398
2013
Q3 		$2.83M Hold
43,430
– – 0.04% 407
2013
Q2 		$2.34M Buy
+43,430
New +$2.32M 0.04% 463

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

Nisa Investment Advisors's IEX Position: Q2 2026 in Review

Nisa Investment Advisors increased its IDEX (IEX) stake by 4.6% in Q2 2026, buying an estimated $277K and bringing the position to 29,880 shares worth $6.78M. The position accounts for 0.02% of the portfolio, ranked #342.

Nisa Investment Advisors first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.5M in Q1 2021. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Nisa Investment Advisors held 29,880 shares of IDEX worth $6.78M as of Q2 2026.
  • Nisa Investment Advisors bought 1,310 IDEX shares in Q2 2026, an estimated $277K.
  • IDEX made up 0.02% of Nisa Investment Advisors's portfolio in Q2 2026, its #342 holding.
  • Nisa Investment Advisors first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • Nisa Investment Advisors's IDEX position peaked at $10.5M in Q1 2021.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.