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S-Bank Fund Management’s IDEX IEX Stock Holding History

S-Bank Fund 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 		– Sell
-2,694
Closed -$511K – 272
2026
Q1 		$511K Sell
2,694
-100
-4% -$19.7K 0.08% 119
2025
Q4 		$497K Sell
2,794
-716
-20% -$122K 0.06% 116
2025
Q3 		$571K Sell
3,510
-46
-1% -$7.77K 0.08% 133
2025
Q2 		$624K Sell
3,556
-1,050
-23% -$186K 0.09% 131
2025
Q1 		$834K Buy
+4,606
New +$917K 0.16% 96

Other funds holding IEX

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

S-Bank Fund Management's IEX Position: Q2 2026 in Review

S-Bank Fund Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 2,694 shares — an estimated $511K sold.

S-Bank Fund Management first reported a position in IEX in Q1 2025 and held it in 5 quarters. The position peaked at $834K in Q1 2025. 284 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • S-Bank Fund Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • S-Bank Fund Management sold 2,694 IDEX shares in Q2 2026, an estimated $511K.
  • S-Bank Fund Management first reported a position in IDEX in Q1 2025 and held it in 5 quarters.
  • S-Bank Fund Management's IDEX position peaked at $834K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.