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Red Tortoise LLC’s IDEX IEX Stock Holding History

Red Tortoise LLC’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 		$8.34K Hold
44
– – ﹤0.01% 317
2025
Q4 		$7.83K Hold
44
– – ﹤0.01% 318
2025
Q3 		$7.16K Buy
44
+24
+120% +$4.05K ﹤0.01% 335
2025
Q2 		$3.51K Hold
20
– – ﹤0.01% 423
2025
Q1 		$3.62K Hold
20
– – ﹤0.01% 402
2024
Q4 		$4.19K Hold
20
– – ﹤0.01% 389
2024
Q3 		$4.29K Hold
20
– – ﹤0.01% 380
2024
Q2 		$4.02K Hold
20
– – ﹤0.01% 377
2024
Q1 		$4.88K Hold
20
– – ﹤0.01% 350
2023
Q4 		$4.34K Hold
20
– – ﹤0.01% 318
2023
Q3 		$4.16K Hold
20
– – ﹤0.01% 306
2023
Q2 		$4.3K Hold
20
– – ﹤0.01% 312
2023
Q1 		$4.62K Hold
20
– – ﹤0.01% 288
2022
Q4 		$4.57K Buy
+20
New +$4.47K ﹤0.01% 327
2021
Q4 		– Sell
-20
Closed -$4K – 275
2021
Q3 		$4K Buy
+20
New +$4.44K ﹤0.01% 327

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

Red Tortoise LLC's IEX Position: Q1 2026 in Review

Red Tortoise LLC held its IDEX (IEX) position steady in Q1 2026 at 44 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Red Tortoise LLC first reported a position in IEX in Q3 2021 and has held it in 15 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Red Tortoise LLC held 44 shares of IDEX worth $8.34K as of Q1 2026.
  • Red Tortoise LLC left its IDEX share count unchanged in Q1 2026.
  • IDEX made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #317 holding.
  • Red Tortoise LLC first reported a position in IDEX in Q3 2021 and has held it in 15 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.