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Smartleaf Asset Management’s IDEX IEX Stock Holding History

Smartleaf Asset 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
Q2 		$353K Hold
1,562
– – 0.01% 644
2026
Q1 		$287K Sell
1,562
-127
-8% -$25.1K 0.01% 671
2025
Q4 		$303K Sell
1,689
-570
-25% -$97.4K 0.01% 644
2025
Q3 		$366K Sell
2,259
-206
-8% -$34.8K 0.02% 556
2025
Q2 		$435K Buy
2,465
+10
+0.4% +$1.77K 0.04% 400
2025
Q1 		$444K Sell
2,455
-199
-7% -$39.6K 0.04% 389
2024
Q4 		$554K Buy
2,654
+113
+4% +$24.7K 0.06% 314
2024
Q3 		$546K Buy
2,541
+319
+14% +$64.3K 0.07% 292
2024
Q2 		$445K Buy
2,222
+392
+21% +$85.6K 0.07% 256
2024
Q1 		$449K Buy
1,830
+359
+24% +$81.1K 0.09% 230
2023
Q4 		$319K Buy
+1,471
New +$297K 0.09% 231

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

Smartleaf Asset Management's IEX Position: Q2 2026 in Review

Smartleaf Asset Management held its IDEX (IEX) position steady in Q2 2026 at 1,562 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #644.

Smartleaf Asset Management first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $554K in Q4 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Smartleaf Asset Management held 1,562 shares of IDEX worth $353K as of Q2 2026.
  • Smartleaf Asset Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #644 holding.
  • Smartleaf Asset Management first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's IDEX position peaked at $554K in Q4 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.