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Sachetta’s IDEX IEX Stock Holding History

Sachetta’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 		$2.95K Hold
13
– – ﹤0.01% 774
2026
Q1 		$2.46K Hold
13
– – ﹤0.01% 842
2025
Q4 		$2.31K Buy
+13
New +$2.22K ﹤0.01% 733
2025
Q3 		– Sell
-3
Closed -$527 – 1104
2025
Q2 		$527 Sell
3
-8
-73% -$1.42K ﹤0.01% 1041
2025
Q1 		$1.99K Buy
11
+1
+10% +$199 ﹤0.01% 794
2024
Q4 		$2.09K Hold
10
– – ﹤0.01% 820
2024
Q3 		$2.15K Buy
+10
New +$2.02K ﹤0.01% 857
2024
Q2 		– Sell
-6
Closed -$1.3K – 1267
2024
Q1 		$1.3K Hold
6
– – ﹤0.01% 843
2023
Q4 		$1.3K Buy
+6
New +$1.21K ﹤0.01% 843

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sachetta's IEX Position: Q2 2026 in Review

Sachetta held its IDEX (IEX) position steady in Q2 2026 at 13 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Sachetta first reported a position in IEX in Q4 2023 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sachetta held 13 shares of IDEX worth $2.95K as of Q2 2026.
  • Sachetta left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #774 holding.
  • Sachetta first reported a position in IDEX in Q4 2023 and has held it in 9 quarters since.
  • 100 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.