Schroder Investment Management Group
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Schroder Investment Management Group’s IDEX IEX Stock Holding History

Schroder Investment Management Group’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
Q1 		$50.7M Sell
276,412
-731
-0.3% -$144K 0.04% 320
2025
Q4 		$49.7M Sell
277,143
-39,079
-12% -$6.68M 0.04% 309
2025
Q3 		$51.3M Buy
316,222
+1,062
+0.3% +$179K 0.04% 297
2025
Q2 		$55.3M Buy
315,160
+44,561
+16% +$7.9M 0.05% 273
2025
Q1 		$49M Buy
270,599
+20,303
+8% +$4.04M 0.05% 286
2024
Q4 		$52.3M Sell
250,296
-42,793
-15% -$9.36M 0.05% 292
2024
Q3 		$63M Buy
293,089
+50,989
+21% +$10.3M 0.06% 243
2024
Q2 		$48.7M Buy
242,100
+10,538
+5% +$2.3M 0.05% 287
2024
Q1 		$56.5M Sell
231,562
-62,239
-21% -$14.1M 0.07% 262
2023
Q4 		$63.8M Sell
293,801
-55,744
-16% -$11.2M 0.08% 226
2023
Q3 		$72.7M Sell
349,545
-181,457
-34% -$39.4M 0.11% 182
2023
Q2 		$114M Sell
531,002
-22,122
-4% -$4.65M 0.16% 123
2023
Q1 		$128M Buy
553,124
+183,468
+50% +$41.6M 0.19% 109
2022
Q4 		$84.4M Sell
369,656
-188,515
-34% -$42.1M 0.13% 158
2022
Q3 		$112M Sell
558,171
-201,721
-27% -$40.8M 0.18% 118
2022
Q2 		$138M Buy
759,892
+114,955
+18% +$21.7M 0.21% 109
2022
Q1 		$126M Buy
644,937
+132,624
+26% +$26.9M 0.17% 129
2021
Q4 		$121M Sell
512,313
-1,928
-0.4% -$438K 0.16% 128
2021
Q3 		$106M Sell
514,241
-67,053
-12% -$14.9M 0.16% 131
2021
Q2 		$128M Buy
581,294
+33,120
+6% +$7.32M 0.16% 124
2021
Q1 		$115M Buy
548,174
+124,661
+29% +$24.7M 0.15% 125
2020
Q4 		$84.4M Sell
423,513
-88,309
-17% -$16.8M 0.12% 150
2020
Q3 		$92.1M Sell
511,822
-69,339
-12% -$12M 0.15% 128
2020
Q2 		$91.8M Sell
581,161
-72,018
-11% -$11M 0.17% 126
2020
Q1 		$94M Buy
653,179
+35,768
+6% +$5.61M 0.2% 101
2019
Q4 		$106M Sell
617,411
-84,368
-12% -$13.7M 0.17% 119
2019
Q3 		$115M Sell
701,779
-30,049
-4% -$4.99M 0.2% 101
2019
Q2 		$126M Sell
731,828
-94,512
-11% -$14.8M 0.23% 97
2019
Q1 		$125M Sell
826,340
-70,841
-8% -$10M 0.22% 95
2018
Q4 		$113K Buy
897,181
+24,571
+3% +$3.29M 0.2% 99
2018
Q3 		$131M Sell
872,610
-26,585
-3% -$3.96M 0.23% 101
2018
Q2 		$122M Sell
899,195
-45,027
-5% -$6.29M 0.21% 115
2018
Q1 		$135M Sell
944,222
-83,811
-8% -$11.7M 0.23% 106
2017
Q4 		$136M Sell
1,028,033
-104,912
-9% -$13.5M 0.22% 100
2017
Q3 		$139M Sell
1,132,945
-229,788
-17% -$26.8M 0.24% 94
2017
Q2 		$152M Buy
1,362,733
+68,700
+5% +$7.22M 0.27% 82
2017
Q1 		$120M Buy
1,294,033
+292,808
+29% +$26.9M 0.22% 113
2016
Q4 		$90.2M Buy
1,001,225
+51,362
+5% +$4.65M 0.17% 149
2016
Q3 		$88.9M Buy
949,863
+142,583
+18% +$12.9M 0.17% 155
2016
Q2 		$66.3M Buy
807,280
+86,700
+12% +$7.21M 0.13% 186
2016
Q1 		$60.1M Buy
720,580
+11,100
+2% +$832K 0.12% 200
2015
Q4 		$54.4M Buy
709,480
+24,100
+4% +$1.85M 0.11% 226
2015
Q3 		$48.9M Buy
685,380
+6,800
+1% +$501K 0.1% 244
2015
Q2 		$53M Sell
678,580
-68,619
-9% -$5.31M 0.1% 259
2015
Q1 		$56.1M Sell
747,199
-41,400
-5% -$3.12M 0.11% 243
2014
Q4 		$61.4M Buy
788,599
+125,765
+19% +$9.37M 0.12% 218
2014
Q3 		$48M Sell
662,834
-46,300
-7% -$3.57M 0.06% 283
2014
Q2 		$57.3M Buy
709,134
+65,444
+10% +$4.95M 0.07% 244
2014
Q1 		$46.9M Sell
643,690
-339,600
-35% -$24.7M 0.05% 283
2013
Q4 		$72.6M Sell
983,290
-144,000
-13% -$10M 0.09% 184
2013
Q3 		$73.6M Buy
1,127,290
+30,854
+3% +$1.86M 0.18% 141
2013
Q2 		$59M Buy
+1,096,436
New +$58.5M 0.16% 160

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group's IEX Position: Q1 2026 in Review

Schroder Investment Management Group reduced its IDEX (IEX) stake by 0.26% in Q1 2026, selling an estimated $144K and leaving 276,412 shares worth $50.7M. The position accounts for 0.04% of the portfolio, ranked #320.

Schroder Investment Management Group first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $152M in Q2 2017. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Schroder Investment Management Group held 276,412 shares of IDEX worth $50.7M as of Q1 2026.
  • Schroder Investment Management Group sold 731 IDEX shares in Q1 2026, an estimated $144K.
  • IDEX made up 0.04% of Schroder Investment Management Group's portfolio in Q1 2026, its #320 holding.
  • Schroder Investment Management Group first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's IDEX position peaked at $152M in Q2 2017.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.