SIM
IEX icon

Studio Investment Management’s IDEX IEX Stock Holding History

Studio 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
Q2 		$256K Sell
1,127
-8
-0.7% -$1.69K 0.04% 175
2026
Q1 		$215K Sell
1,135
-6
-0.5% -$1.18K 0.04% 177
2025
Q4 		$203K Buy
+1,141
New +$195K 0.04% 177
2025
Q2 		– Sell
-1,048
Closed -$190K – 232
2025
Q1 		$190K Buy
1,048
+97
+10% +$19.3K 0.04% 169
2024
Q4 		$199K Sell
951
-4
-0.4% -$875 0.04% 161
2024
Q3 		$205K Buy
955
+45
+5% +$9.07K 0.04% 157
2024
Q2 		$183K Buy
910
+4
+0.4% +$874 0.04% 157
2024
Q1 		$221K Buy
906
+69
+8% +$15.6K 0.05% 148
2023
Q4 		$182K Sell
837
-140
-14% -$28.2K 0.05% 145
2023
Q3 		$203K Sell
977
-841
-46% -$182K 0.06% 135
2023
Q2 		$391K Sell
1,818
-41
-2% -$8.62K 0.11% 103
2023
Q1 		$429K Sell
1,859
-141
-7% -$32K 0.13% 87
2022
Q4 		$457K Buy
2,000
+62
+3% +$13.9K 0.15% 73
2022
Q3 		$387K Sell
1,938
-9
-0.5% -$1.82K 0.14% 79
2022
Q2 		$354K Buy
+1,947
New +$367K 0.12% 93

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

Studio Investment Management's IEX Position: Q2 2026 in Review

Studio Investment Management reduced its IDEX (IEX) stake by 0.7% in Q2 2026, selling an estimated $1.69K and leaving 1,127 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #175.

Studio Investment Management first reported a position in IEX in Q2 2022 and has held it in 15 quarters since. The position peaked at $457K in Q4 2022. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Studio Investment Management held 1,127 shares of IDEX worth $256K as of Q2 2026.
  • Studio Investment Management sold 8 IDEX shares in Q2 2026, an estimated $1.69K.
  • IDEX made up 0.04% of Studio Investment Management's portfolio in Q2 2026, its #175 holding.
  • Studio Investment Management first reported a position in IDEX in Q2 2022 and has held it in 15 quarters since.
  • Studio Investment Management's IDEX position peaked at $457K in Q4 2022.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.