Redwood Grove Capital’s IDEX IEX Stock Holding History

Redwood Grove Capital’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	$20.9M	Hold	92,100	–	–	5.3%	7
2026 Q1	$17.5M	Hold	92,100	–	–	5.63%	8
2025 Q4	$16.4M	Buy	92,100 +26,000	+39%	+$4.44M	4.67%	7
2025 Q3	$10.8M	Buy	+66,100	New	+$11.2M	3.08%	19

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

Redwood Grove Capital's IEX Position: Q2 2026 in Review

Redwood Grove Capital held its IDEX (IEX) position steady in Q2 2026 at 92,100 shares worth $20.9M. The position accounts for 5.3% of the portfolio, ranked #7.

Redwood Grove Capital first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Redwood Grove Capital held 92,100 shares of IDEX worth $20.9M as of Q2 2026.
Redwood Grove Capital left its IDEX share count unchanged in Q2 2026.
IDEX made up 5.3% of Redwood Grove Capital's portfolio in Q2 2026, its #7 holding.
Redwood Grove Capital first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Redwood Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.