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Sentry Investment Management’s IDEX IEX Stock Holding History

Sentry Investment 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
Q1 		– Sell
-207
Closed -$37K – 238
2025
Q4 		$37K Hold
207
– – 0.02% 430
2025
Q3 		$35K Sell
207
-9
-4% -$1.52K 0.02% 449
2025
Q2 		$39K Hold
216
– – 0.02% 430
2025
Q1 		$35K Sell
216
-65
-23% -$12.9K 0.02% 417
2024
Q4 		$59K Sell
281
-46
-14% -$10.1K 0.03% 383
2024
Q3 		$70K Hold
327
– – 0.03% 395
2024
Q2 		$66K Sell
327
-67
-17% -$14.6K 0.03% 379
2024
Q1 		$96K Hold
394
– – 0.04% 351
2023
Q4 		$86K Sell
394
-42
-10% -$8.47K 0.04% 370
2023
Q3 		$91K Sell
436
-63
-13% -$13.7K 0.04% 371
2023
Q2 		$107K Hold
499
– – 0.04% 374
2023
Q1 		$115K Sell
499
-901
-64% -$205K 0.05% 339
2022
Q4 		$320K Buy
1,400
+634
+83% +$142K 0.14% 172
2022
Q3 		$153K Buy
766
+255
+50% +$51.5K 0.07% 274
2022
Q2 		$93K Sell
511
-99
-16% -$18.7K 0.04% 386
2022
Q1 		$117K Sell
610
-4,061
-87% -$824K 0.04% 408
2021
Q4 		$1.1M Buy
4,671
+3,944
+543% +$896K 0.29% 87
2021
Q3 		$150K Sell
727
-106
-13% -$23.5K 0.04% 378
2021
Q2 		$183K Hold
833
– – 0.05% 351
2021
Q1 		$174K Sell
833
-3,977
-83% -$788K 0.05% 353
2020
Q4 		$958K Hold
4,810
– – 0.05% 316
2020
Q3 		$877K Hold
4,810
– – 0.05% 295
2020
Q2 		$760K Buy
4,810
+15
+0.3% +$2.29K 0.05% 344
2020
Q1 		$662K Buy
4,795
+1,071
+29% +$168K 0.05% 283
2019
Q4 		$641K Hold
3,724
– – 0.04% 363
2019
Q3 		$610K Buy
+3,724
New +$618K 0.04% 350

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sentry Investment Management's IEX Position: Q1 2026 in Review

Sentry Investment Management sold out of IDEX (IEX) in Q1 2026, closing a stake of 207 shares — an estimated $37K sold.

Sentry Investment Management first reported a position in IEX in Q3 2019 and held it in 26 quarters. The position peaked at $1.1M in Q4 2021. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Sentry Investment Management reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 207 IDEX shares in Q1 2026, an estimated $37K.
  • Sentry Investment Management first reported a position in IDEX in Q3 2019 and held it in 26 quarters.
  • Sentry Investment Management's IDEX position peaked at $1.1M in Q4 2021.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.