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Salomon & Ludwin’s IDEX IEX Stock Holding History

Salomon & Ludwin’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 		$7.65K Hold
34
– – ﹤0.01% 1697
2026
Q1 		$6.48K Hold
34
– – ﹤0.01% 1686
2025
Q4 		$6.15K Sell
34
-1
-3% -$171 ﹤0.01% 1705
2025
Q3 		$5.84K Buy
+35
New +$5.91K ﹤0.01% 1652
2024
Q4 		– Sell
-11
Closed -$2.36K – 734
2024
Q3 		$2.36K Hold
11
– – ﹤0.01% 598
2024
Q2 		$2.21K Hold
11
– – ﹤0.01% 596
2024
Q1 		$2.68K Hold
11
– – ﹤0.01% 704
2023
Q4 		$2.29K Hold
11
– – ﹤0.01% 645
2023
Q3 		$2.29K Buy
+11
New +$2.39K ﹤0.01% 643
2019
Q2 		– Sell
-11
Closed -$2K – 240
2019
Q1 		$2K Buy
+11
New +$1.55K ﹤0.01% 220

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

Salomon & Ludwin's IEX Position: Q2 2026 in Review

Salomon & Ludwin held its IDEX (IEX) position steady in Q2 2026 at 34 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Salomon & Ludwin first reported a position in IEX in Q1 2019 and has held it in 10 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Salomon & Ludwin held 34 shares of IDEX worth $7.65K as of Q2 2026.
  • Salomon & Ludwin left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1697 holding.
  • Salomon & Ludwin first reported a position in IDEX in Q1 2019 and has held it in 10 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.