RIM
IEX icon

Rakuten Investment Management’s IDEX IEX Stock Holding History

Rakuten Investment Management’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 		$2.07M Buy
11,278
+1,080
+11% +$213K ﹤0.01% 381
2025
Q4 		$1.84M Buy
10,198
+3,917
+62% +$669K 0.01% 456
2025
Q3 		$2.68M Buy
+6,281
New +$1.06M 0.01% 363
2025
Q1 		$1.28M Buy
+7,054
New +$1.4M 0.01% 468

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

Rakuten Investment Management's IEX Position: Q1 2026 in Review

Rakuten Investment Management increased its IDEX (IEX) stake by 11% in Q1 2026, buying an estimated $213K and bringing the position to 11,278 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Rakuten Investment Management first reported a position in IEX in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q3 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Rakuten Investment Management held 11,278 shares of IDEX worth $2.07M as of Q1 2026.
  • Rakuten Investment Management bought 1,080 IDEX shares in Q1 2026, an estimated $213K.
  • IDEX made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #381 holding.
  • Rakuten Investment Management first reported a position in IDEX in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's IDEX position peaked at $2.68M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.