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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
Q2 		$2.74M Buy
12,117
+839
+7% +$178K 0.01% 368
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 $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 $3.38T AUM 44.17% 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

Rakuten Investment Management's IEX Position: Q2 2026 in Review

Rakuten Investment Management increased its IDEX (IEX) stake by 7.4% in Q2 2026, buying an estimated $178K and bringing the position to 12,117 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #368.

Rakuten Investment Management first reported a position in IEX in Q1 2025 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Rakuten Investment Management held 12,117 shares of IDEX worth $2.74M as of Q2 2026.
  • Rakuten Investment Management bought 839 IDEX shares in Q2 2026, an estimated $178K.
  • IDEX made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #368 holding.
  • Rakuten Investment Management first reported a position in IDEX in Q1 2025 and has held it in 5 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.