Sittner & Nelson’s IDEX IEX Stock Holding History

Sittner & Nelson’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	$88.3K	Hold	389	–	–	0.03%	241
2026 Q1	$73.7K	Buy	+389	New	+$76.8K	0.03%	260

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sittner & Nelson's IEX Position: Q2 2026 in Review

Sittner & Nelson held its IDEX (IEX) position steady in Q2 2026 at 389 shares worth $88.3K. The position accounts for 0.03% of the portfolio, ranked #241.

Sittner & Nelson first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Sittner & Nelson held 389 shares of IDEX worth $88.3K as of Q2 2026.
Sittner & Nelson left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #241 holding.
Sittner & Nelson first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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