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Parkside Financial Bank & Trust’s IDEX IEX Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$30.9K Buy
163
+26
+19% +$5.13K ﹤0.01% 1156
2025
Q4 		$24.4K Buy
137
+32
+30% +$5.47K ﹤0.01% 1234
2025
Q3 		$17.1K Buy
105
+45
+75% +$7.6K ﹤0.01% 1315
2025
Q2 		$10.5K Sell
60
-37
-38% -$6.56K ﹤0.01% 1467
2025
Q1 		$17.6K Sell
97
-20
-17% -$3.98K ﹤0.01% 1189
2024
Q4 		$24.5K Buy
117
+3
+3% +$657 ﹤0.01% 1027
2024
Q3 		$24.5K Hold
114
– – ﹤0.01% 1005
2024
Q2 		$22.9K Sell
114
-15
-12% -$3.28K ﹤0.01% 993
2024
Q1 		$31.5K Buy
129
+1
+0.8% +$226 0.01% 903
2023
Q4 		$27.8K Sell
128
-3
-2% -$605 0.01% 875
2023
Q3 		$27.3K Buy
131
+15
+13% +$3.25K 0.01% 806
2023
Q2 		$25K Buy
116
+1
+0.9% +$210 0.01% 820
2023
Q1 		$26.6K Sell
115
-2
-2% -$454 0.01% 795
2022
Q4 		$26.7K Buy
117
+8
+7% +$1.79K 0.01% 762
2022
Q3 		$22K Sell
109
-1
-0.9% -$202 0.01% 775
2022
Q2 		$20K Sell
110
-31
-22% -$5.84K 0.01% 814
2022
Q1 		$27K Buy
141
+77
+120% +$15.6K 0.01% 746
2021
Q4 		$15K Hold
64
– – ﹤0.01% 895
2021
Q3 		$13K Hold
64
– – ﹤0.01% 883
2021
Q2 		$14K Sell
64
-1
-2% -$221 ﹤0.01% 864
2021
Q1 		$14K Buy
65
+17
+35% +$3.37K ﹤0.01% 844
2020
Q4 		$10K Buy
48
+2
+4% +$380 ﹤0.01% 881
2020
Q3 		$8K Sell
46
-3
-6% -$520 ﹤0.01% 846
2020
Q2 		$8K Buy
49
+29
+145% +$4.43K ﹤0.01% 843
2020
Q1 		$3K Buy
20
+11
+122% +$1.73K ﹤0.01% 1002
2019
Q4 		$2K Buy
+9
New +$1.46K ﹤0.01% 1181
2018
Q3 		– Sell
-4
Closed -$1K – 1577
2018
Q2 		$1K Buy
+4
New +$559 ﹤0.01% 1255

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkside Financial Bank & Trust's IEX Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its IDEX (IEX) stake by 19% in Q1 2026, buying an estimated $5.13K and bringing the position to 163 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Parkside Financial Bank & Trust first reported a position in IEX in Q2 2018 and has held it in 27 quarters since. The position peaked at $31.5K in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Parkside Financial Bank & Trust held 163 shares of IDEX worth $30.9K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 26 IDEX shares in Q1 2026, an estimated $5.13K.
  • IDEX made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1156 holding.
  • Parkside Financial Bank & Trust first reported a position in IDEX in Q2 2018 and has held it in 27 quarters since.
  • Parkside Financial Bank & Trust's IDEX position peaked at $31.5K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.