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Rossby Financial’s IDEX IEX Stock Holding History

Rossby Financial’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 		$33.8K Hold
149
– – 0.01% 809
2026
Q1 		$28.6K Buy
149
+18
+14% +$3.55K 0.01% 901
2025
Q4 		$23.3K Sell
131
-662
-83% -$113K 0.01% 696
2025
Q3 		$130K Sell
793
-56
-7% -$9.46K 0.04% 349
2025
Q2 		$149K Sell
849
-83
-9% -$14.7K 0.06% 307
2025
Q1 		$161K Sell
932
-86
-8% -$17.1K 0.07% 267
2024
Q4 		$213K Buy
+1,018
New +$223K 0.13% 177

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rossby Financial's IEX Position: Q2 2026 in Review

Rossby Financial held its IDEX (IEX) position steady in Q2 2026 at 149 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #809.

Rossby Financial first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q4 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Rossby Financial held 149 shares of IDEX worth $33.8K as of Q2 2026.
  • Rossby Financial left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #809 holding.
  • Rossby Financial first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's IDEX position peaked at $213K in Q4 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.