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SJS Investment Consulting’s IDEX IEX Stock Holding History

SJS Investment Consulting’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 		$34.3K Buy
151
+2
+1% +$423 ﹤0.01% 597
2026
Q1 		$28.2K Buy
149
+76
+104% +$15K ﹤0.01% 572
2025
Q4 		$13K Buy
73
+67
+1,117% +$11.4K ﹤0.01% 724
2025
Q3 		$977 Hold
6
– – ﹤0.01% 1020
2025
Q2 		$1.05K Sell
6
-1
-14% -$177 ﹤0.01% 810
2025
Q1 		$1.27K Sell
7
-1
-13% -$199 ﹤0.01% 917
2024
Q4 		$1.68K Sell
8
-3
-27% -$657 ﹤0.01% 793
2024
Q3 		$2.36K Buy
11
+2
+22% +$403 ﹤0.01% 719
2024
Q2 		$1.81K Hold
9
– – ﹤0.01% 768
2024
Q1 		$2.2K Buy
9
+1
+13% +$226 ﹤0.01% 703
2023
Q4 		$1.74K Sell
8
-5
-38% -$1.01K ﹤0.01% 718
2023
Q3 		$2.71K Buy
13
+6
+86% +$1.3K ﹤0.01% 516
2023
Q2 		$1.51K Sell
7
-5
-42% -$1.05K ﹤0.01% 720
2023
Q1 		$2.77K Sell
12
-1
-8% -$227 ﹤0.01% 506
2022
Q4 		$2.97K Buy
13
+7
+117% +$1.56K ﹤0.01% 479
2022
Q3 		$1K Buy
+6
New +$1.21K ﹤0.01% 763
2022
Q1 		$0 Buy
+1
New +$203 ﹤0.01% 1003

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

SJS Investment Consulting's IEX Position: Q2 2026 in Review

SJS Investment Consulting increased its IDEX (IEX) stake by 1.3% in Q2 2026, buying an estimated $423 and bringing the position to 151 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

SJS Investment Consulting first reported a position in IEX in Q1 2022 and has held it in 17 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • SJS Investment Consulting held 151 shares of IDEX worth $34.3K as of Q2 2026.
  • SJS Investment Consulting bought 2 IDEX shares in Q2 2026, an estimated $423.
  • IDEX made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #597 holding.
  • SJS Investment Consulting first reported a position in IDEX in Q1 2022 and has held it in 17 quarters since.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.