Royal London Asset Management
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Royal London Asset Management’s IDEX IEX Stock Holding History

Royal London Asset Management’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 		$8.61M Sell
37,916
-222
-0.6% -$47K 0.02% 482
2026
Q1 		$7.23M Hold
38,138
– – 0.02% 504
2025
Q4 		$6.79M Sell
38,138
-463
-1% -$79.1K 0.01% 506
2025
Q3 		$6.28M Hold
38,601
– – 0.01% 518
2025
Q2 		$6.78M Sell
38,601
-2,131
-5% -$378K 0.02% 506
2025
Q1 		$7.37M Buy
40,732
+6,175
+18% +$1.23M 0.02% 500
2024
Q4 		$7.23M Buy
34,557
+1,973
+6% +$432K 0.02% 488
2024
Q3 		$6.99M Buy
32,584
+833
+3% +$168K 0.02% 501
2024
Q2 		$6.39M Sell
31,751
-9,561
-23% -$2.09M 0.02% 491
2024
Q1 		$10.1M Hold
41,312
– – 0.03% 401
2023
Q4 		$8.97M Buy
41,312
+5,925
+17% +$1.2M 0.03% 402
2023
Q3 		$7.36M Buy
35,387
+177
+0.5% +$38.4K 0.02% 425
2023
Q2 		$7.58M Buy
35,210
+565
+2% +$119K 0.02% 408
2023
Q1 		$8M Buy
34,645
+3,154
+10% +$716K 0.03% 374
2022
Q4 		$7.19M Buy
31,491
+4,548
+17% +$1.02M 0.03% 381
2022
Q3 		$5.39M Hold
26,943
– – 0.03% 415
2022
Q2 		$4.89M Buy
26,943
+174
+0.7% +$32.8K 0.02% 457
2022
Q1 		$5.13M Buy
26,769
+5,270
+25% +$1.07M 0.02% 490
2021
Q4 		$5.08M Sell
21,499
-4,933
-19% -$1.12M 0.02% 484
2021
Q3 		$5.47M Sell
26,432
-1,030
-4% -$229K 0.02% 472
2021
Q2 		$6.04M Hold
27,462
– – 0.02% 468
2021
Q1 		$5.75M Buy
27,462
+1,514
+6% +$300K 0.03% 453
2020
Q4 		$5.17M Sell
25,948
-5,324
-17% -$1.01M 0.03% 441
2020
Q3 		$5.68M Hold
31,272
– – 0.03% 367
2020
Q2 		$4.83M Hold
31,272
– – 0.03% 396
2020
Q1 		$4.27M Hold
31,272
– – 0.03% 400
2019
Q4 		$5.39M Buy
+31,272
New +$5.06M 0.04% 395

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

Royal London Asset Management's IEX Position: Q2 2026 in Review

Royal London Asset Management reduced its IDEX (IEX) stake by 0.58% in Q2 2026, selling an estimated $47K and leaving 37,916 shares worth $8.61M. The position accounts for 0.02% of the portfolio, ranked #482.

Royal London Asset Management first reported a position in IEX in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q1 2024. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Royal London Asset Management held 37,916 shares of IDEX worth $8.61M as of Q2 2026.
  • Royal London Asset Management sold 222 IDEX shares in Q2 2026, an estimated $47K.
  • IDEX made up 0.02% of Royal London Asset Management's portfolio in Q2 2026, its #482 holding.
  • Royal London Asset Management first reported a position in IDEX in Q4 2019 and has held it in 27 quarters since.
  • Royal London Asset Management's IDEX position peaked at $10.1M in Q1 2024.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.