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Rockland Trust’s IDEX IEX Stock Holding History

Rockland Trust’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 		$595K Buy
2,623
+79
+3% +$16.7K 0.02% 212
2026
Q1 		$482K Sell
2,544
-344
-12% -$67.9K 0.02% 220
2025
Q4 		$514K Buy
2,888
+445
+18% +$76K 0.02% 218
2025
Q3 		$398K Buy
+2,443
New +$413K 0.02% 234

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Rockland Trust's IEX Position: Q2 2026 in Review

Rockland Trust increased its IDEX (IEX) stake by 3.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,623 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #212.

Rockland Trust first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Rockland Trust held 2,623 shares of IDEX worth $595K as of Q2 2026.
  • Rockland Trust bought 79 IDEX shares in Q2 2026, an estimated $16.7K.
  • IDEX made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #212 holding.
  • Rockland Trust first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.