RHJA
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Rice Hall James & Associates’s IDEX IEX Stock Holding History

Rice Hall James & Associates’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 		$627K Sell
3,306
-32
-1% -$6.32K 0.03% 212
2025
Q4 		$594K Sell
3,338
-5
-0.1% -$854 0.03% 214
2025
Q3 		$544K Sell
3,343
-17
-0.5% -$2.87K 0.03% 220
2025
Q2 		$590K Sell
3,360
-5
-0.1% -$886 0.03% 213
2025
Q1 		$609K Buy
3,365
+16
+0.5% +$3.19K 0.04% 210
2024
Q4 		$701K Sell
3,349
-13
-0.4% -$2.85K 0.04% 212
2024
Q3 		$721K Sell
3,362
-81
-2% -$16.3K 0.04% 215
2024
Q2 		$693K Sell
3,443
-26
-0.7% -$5.68K 0.04% 214
2024
Q1 		$847K Sell
3,469
-77
-2% -$17.4K 0.05% 212
2023
Q4 		$770K Hold
3,546
– – 0.04% 228
2023
Q3 		$738K Hold
3,546
– – 0.05% 227
2023
Q2 		$763K Sell
3,546
-3,364
-49% -$707K 0.04% 231
2023
Q1 		$1.6M Sell
6,910
-104
-1% -$23.6K 0.09% 212
2022
Q4 		$1.6M Sell
7,014
-2,063
-23% -$461K 0.09% 211
2022
Q3 		$1.81M Sell
9,077
-104
-1% -$21K 0.11% 194
2022
Q2 		$1.67M Sell
9,181
-271
-3% -$51.1K 0.08% 206
2022
Q1 		$1.81M Sell
9,452
-90
-0.9% -$18.3K 0.07% 218
2021
Q4 		$2.25M Sell
9,542
-7
-0.1% -$1.59K 0.08% 206
2021
Q3 		$1.98M Sell
9,549
-313
-3% -$69.5K 0.07% 204
2021
Q2 		$2.17M Sell
9,862
-579
-6% -$128K 0.08% 198
2021
Q1 		$2.19M Sell
10,441
-692
-6% -$137K 0.07% 205
2020
Q4 		$2.22M Sell
11,133
-1,788
-14% -$340K 0.08% 173
2020
Q3 		$2.36M Sell
12,921
-781
-6% -$135K 0.1% 145
2020
Q2 		$2.17M Sell
13,702
-264
-2% -$40.3K 0.09% 143
2020
Q1 		$1.93M Sell
13,966
-272
-2% -$42.7K 0.11% 140
2019
Q4 		$2.45M Sell
14,238
-112
-0.8% -$18.1K 0.08% 145
2019
Q3 		$2.35M Sell
14,350
-467
-3% -$77.5K 0.08% 146
2019
Q2 		$2.55M Sell
14,817
-226
-2% -$35.5K 0.08% 152
2019
Q1 		$2.28M Sell
15,043
-268
-2% -$37.9K 0.07% 167
2018
Q4 		$1.93M Buy
15,311
+1,525
+11% +$204K 0.07% 172
2018
Q3 		$2.08M Sell
13,786
-73
-0.5% -$10.9K 0.07% 170
2018
Q2 		$1.89M Sell
13,859
-284
-2% -$39.7K 0.07% 213
2018
Q1 		$2.02M Sell
14,143
-82
-0.6% -$11.4K 0.08% 184
2017
Q4 		$1.88M Sell
14,225
-462
-3% -$59.5K 0.07% 214
2017
Q3 		$1.78M Hold
14,687
– – 0.08% 208
2017
Q2 		$1.66M Sell
14,687
-8,802
-37% -$925K 0.07% 216
2017
Q1 		$2.2M Sell
23,489
-548
-2% -$50.3K 0.11% 181
2016
Q4 		$2.17M Sell
24,037
-82
-0.3% -$7.42K 0.11% 172
2016
Q3 		$2.26M Sell
24,119
-979
-4% -$88.4K 0.12% 160
2016
Q2 		$2.06M Buy
25,098
+442
+2% +$36.8K 0.12% 167
2016
Q1 		$2.04M Sell
24,656
-211
-0.8% -$15.8K 0.12% 164
2015
Q4 		$1.91M Sell
24,867
-8,499
-25% -$651K 0.11% 177
2015
Q3 		$2.38M Sell
33,366
-969
-3% -$71.4K 0.15% 146
2015
Q2 		$2.7M Sell
34,335
-5,814
-14% -$450K 0.16% 141
2015
Q1 		$3.04M Buy
40,149
+997
+3% +$75K 0.18% 140
2014
Q4 		$3.05M Buy
39,152
+1,732
+5% +$129K 0.19% 142
2014
Q3 		$2.71M Sell
37,420
-127
-0.3% -$9.8K 0.19% 143
2014
Q2 		$3.03M Sell
37,547
-4,970
-12% -$376K 0.2% 121
2014
Q1 		$3.1M Sell
42,517
-5,530
-12% -$403K 0.23% 117
2013
Q4 		$3.55M Sell
48,047
-1,074
-2% -$74.6K 0.26% 95
2013
Q3 		$3.21M Sell
49,121
-15,419
-24% -$932K 0.31% 94
2013
Q2 		$3.47M Buy
+64,540
New +$3.44M 0.34% 74

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

Rice Hall James & Associates's IEX Position: Q1 2026 in Review

Rice Hall James & Associates reduced its IDEX (IEX) stake by 0.96% in Q1 2026, selling an estimated $6.32K and leaving 3,306 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #212.

Rice Hall James & Associates first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.55M in Q4 2013. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Rice Hall James & Associates held 3,306 shares of IDEX worth $627K as of Q1 2026.
  • Rice Hall James & Associates sold 32 IDEX shares in Q1 2026, an estimated $6.32K.
  • IDEX made up 0.03% of Rice Hall James & Associates's portfolio in Q1 2026, its #212 holding.
  • Rice Hall James & Associates first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • Rice Hall James & Associates's IDEX position peaked at $3.55M in Q4 2013.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.