North Star Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $888K | Hold |
4,686
| – | – | 0.05% | 288 |
|
|
2025
Q4 | $834K | Hold |
4,686
| – | – | 0.05% | 266 |
|
|
2025
Q3 | $763K | Hold |
4,686
| – | – | 0.05% | 275 |
|
|
2025
Q2 | $823K | Hold |
4,686
| – | – | 0.06% | 255 |
|
|
2025
Q1 | $848K | Hold |
4,686
| – | – | 0.06% | 251 |
|
|
2024
Q4 | $981K | Hold |
4,686
| – | – | 0.07% | 231 |
|
|
2024
Q3 | $1.01M | Hold |
4,686
| – | – | 0.07% | 232 |
|
|
2024
Q2 | $943K | Hold |
4,686
| – | – | 0.07% | 236 |
|
|
2024
Q1 | $1.14M | Hold |
4,686
| – | – | 0.08% | 218 |
|
|
2023
Q4 | $1.02M | Hold |
4,686
| – | – | 0.08% | 229 |
|
|
2023
Q3 | $975K | Hold |
4,686
| – | – | 0.08% | 228 |
|
|
2023
Q2 | $1.01M | Hold |
4,686
| – | – | 0.08% | 233 |
|
|
2023
Q1 | $1.08M | Hold |
4,686
| – | – | 0.09% | 226 |
|
|
2022
Q4 | $1.07M | Hold |
4,686
| – | – | 0.1% | 212 |
|
|
2022
Q3 | $936K | Hold |
4,686
| – | – | 0.09% | 209 |
|
|
2022
Q2 | $851K | Hold |
4,686
| – | – | 0.08% | 230 |
|
|
2022
Q1 | $898K | Hold |
4,686
| – | – | 0.07% | 242 |
|
|
2021
Q4 | $1.11M | Hold |
4,686
| – | – | 0.08% | 215 |
|
|
2021
Q3 | $970K | Hold |
4,686
| – | – | 0.08% | 218 |
|
|
2021
Q2 | $1.03M | Hold |
4,686
| – | – | 0.08% | 216 |
|
|
2021
Q1 | $981K | Hold |
4,686
| – | – | 0.09% | 213 |
|
|
2020
Q4 | $933K | Hold |
4,686
| – | – | 0.1% | 196 |
|
|
2020
Q3 | $855K | Hold |
4,686
| – | – | 0.1% | 186 |
|
|
2020
Q2 | $741K | Hold |
4,686
| – | – | 0.1% | 190 |
|
|
2020
Q1 | $647K | Hold |
4,686
| – | – | 0.1% | 195 |
|
|
2019
Q4 | $806K | Hold |
4,686
| – | – | 0.08% | 225 |
|
|
2019
Q3 | $768K | Sell |
4,686
-5,062
| -52% | -$840K | 0.09% | 224 |
|
|
2019
Q2 | $1.68M | Hold |
9,748
| – | – | 0.19% | 139 |
|
|
2019
Q1 | $1.48M | Hold |
9,748
| – | – | 0.17% | 154 |
|
|
2018
Q4 | $1.23M | Hold |
9,748
| – | – | 0.16% | 167 |
|
|
2018
Q3 | $1.47M | Hold |
9,748
| – | – | 0.16% | 165 |
|
|
2018
Q2 | $1.33M | Hold |
9,748
| – | – | 0.15% | 176 |
|
|
2018
Q1 | $1.39M | Hold |
9,748
| – | – | 0.17% | 162 |
|
|
2017
Q4 | $1.29M | Hold |
9,748
| – | – | 0.16% | 166 |
|
|
2017
Q3 | $1.18M | Sell |
9,748
-73
| -0.7% | -$8.53K | 0.15% | 166 |
|
|
2017
Q2 | $1.11M | Hold |
9,821
| – | – | 0.15% | 163 |
|
|
2017
Q1 | $918K | Hold |
9,821
| – | – | 0.13% | 178 |
|
|
2016
Q4 | $884K | Buy |
+9,821
| New | +$888K | 0.13% | 170 |
|
Other funds holding IEX
VCM
VPM
North Star Investment Management's IEX Position: Q1 2026 in Review
North Star Investment Management held its IDEX (IEX) position steady in Q1 2026 at 4,686 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #288.
North Star Investment Management first reported a position in IEX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.68M in Q2 2019. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- North Star Investment Management held 4,686 shares of IDEX worth $888K as of Q1 2026.
- North Star Investment Management left its IDEX share count unchanged in Q1 2026.
- IDEX made up 0.05% of North Star Investment Management's portfolio in Q1 2026, its #288 holding.
- North Star Investment Management first reported a position in IDEX in Q4 2016 and has held it in 38 quarters since.
- North Star Investment Management's IDEX position peaked at $1.68M in Q2 2019.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.