R Squared’s IDEX IEX Stock Holding History

R Squared’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	$393K	Buy	+1,732	New	+$366K	0.21%	149
2025 Q2	–	Sell	-1,750	Closed	-$317K	–	515
2025 Q1	$317K	Buy	+1,750	New	+$348K	0.34%	120

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

R Squared's IEX Position: Q2 2026 in Review

R Squared opened a new position in IDEX (IEX) in Q2 2026: 1,732 shares worth $393K. The stake represents 0.21% of the portfolio and ranks #149 among its holdings. This is a return to the name: R Squared previously reported a position in IEX as recently as Q1 2025.

R Squared first reported a position in IEX in Q1 2025 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

R Squared held 1,732 shares of IDEX worth $393K as of Q2 2026.
IDEX was a new R Squared position in Q2 2026.
IDEX made up 0.21% of R Squared's portfolio in Q2 2026, its #149 holding.
R Squared first reported a position in IDEX in Q1 2025 and has held it in 2 quarters since.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.