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IEX icon

Ossiam’s IDEX IEX Stock Holding History

Ossiam’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 		$560K Sell
2,466
-737
-23% -$156K 0.01% 489
2026
Q1 		$607K Sell
3,203
-232
-7% -$45.8K 0.01% 272
2025
Q4 		$611K Sell
3,435
-1,412
-29% -$241K 0.01% 272
2025
Q3 		$789K Buy
4,847
+1,056
+28% +$178K 0.01% 507
2025
Q2 		$666K Buy
3,791
+240
+7% +$42.5K 0.01% 442
2025
Q1 		$643K Sell
3,551
-297
-8% -$59.1K 0.01% 392
2024
Q4 		$805K Sell
3,848
-387
-9% -$84.7K 0.01% 379
2024
Q3 		$908K Buy
4,235
+1,345
+47% +$271K 0.02% 363
2024
Q2 		$581K Buy
2,890
+694
+32% +$152K 0.01% 441
2024
Q1 		$536K Sell
2,196
-2,211
-50% -$499K 0.01% 484
2023
Q4 		$957K Buy
4,407
+599
+16% +$121K 0.02% 369
2023
Q3 		$792K Buy
3,808
+1,558
+69% +$338K 0.01% 388
2023
Q2 		$484K Sell
2,250
-2,105
-48% -$443K 0.01% 442
2023
Q1 		$1.01M Buy
4,355
+1,175
+37% +$267K 0.02% 279
2022
Q4 		$726K Sell
3,180
-914
-22% -$204K 0.02% 315
2022
Q3 		$818K Buy
4,094
+4,088
+68,133% +$826K 0.02% 295
2022
Q2 		$1K Sell
6
-128
-96% -$24.1K ﹤0.01% 431
2022
Q1 		$26K Hold
134
– – ﹤0.01% 413
2021
Q4 		$32K Sell
134
-3,667
-96% -$833K ﹤0.01% 400
2021
Q3 		$787K Sell
3,801
-481
-11% -$107K 0.02% 249
2021
Q2 		$971K Buy
+4,282
New +$946K 0.03% 239
2020
Q3 		– Sell
-571
Closed -$90K – 440
2020
Q2 		$90K Buy
+571
New +$87.3K 0.01% 345

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

Ossiam's IEX Position: Q2 2026 in Review

Ossiam reduced its IDEX (IEX) stake by 23% in Q2 2026, selling an estimated $156K and leaving 2,466 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #489.

Ossiam first reported a position in IEX in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q1 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ossiam held 2,466 shares of IDEX worth $560K as of Q2 2026.
  • Ossiam sold 737 IDEX shares in Q2 2026, an estimated $156K.
  • IDEX made up 0.01% of Ossiam's portfolio in Q2 2026, its #489 holding.
  • Ossiam first reported a position in IDEX in Q2 2020 and has held it in 22 quarters since.
  • Ossiam's IDEX position peaked at $1.01M in Q1 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.