Rockland Trust
IEX icon

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
Q3 		$625K Buy
2,740
+117
+4% +$26.7K 0.02% 198
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Rockland Trust's IEX Position: Q3 2026 in Review

Rockland Trust increased its IDEX (IEX) stake by 4.5% in Q3 2026, buying an estimated $26.7K and bringing the position to 2,740 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #198.

Rockland Trust first reported a position in IEX in Q3 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Rockland Trust held 2,740 shares of IDEX worth $625K as of Q3 2026.
  • Rockland Trust bought 117 IDEX shares in Q3 2026, an estimated $26.7K.
  • IDEX made up 0.02% of Rockland Trust's portfolio in Q3 2026, its #198 holding.
  • Rockland Trust first reported a position in IDEX in Q3 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.