Sumitomo Mitsui DS Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.42M | Sell |
10,679
-58
| -0.5% | -$12.3K | 0.02% | 512 |
|
|
2026
Q1 | $2.04M | Hold |
10,737
| – | – | 0.02% | 520 |
|
|
2025
Q4 | $1.91M | Hold |
10,737
| – | – | 0.02% | 536 |
|
|
2025
Q3 | $1.75M | Buy |
10,737
+542
| +5% | +$91.5K | 0.01% | 538 |
|
|
2025
Q2 | $1.79M | Buy |
10,195
+2,145
| +27% | +$380K | 0.02% | 525 |
|
|
2025
Q1 | $1.46M | Buy |
8,050
+304
| +4% | +$60.5K | 0.01% | 555 |
|
|
2024
Q4 | $1.62M | Buy |
7,746
+219
| +3% | +$47.9K | 0.02% | 534 |
|
|
2024
Q3 | $1.61M | Buy |
7,527
+118
| +2% | +$23.8K | 0.02% | 536 |
|
|
2024
Q2 | $1.49M | Buy |
7,409
+159
| +2% | +$34.7K | 0.02% | 522 |
|
|
2024
Q1 | $1.77M | Sell |
7,250
-70
| -1% | -$15.8K | 0.02% | 479 |
|
|
2023
Q4 | $1.59M | Buy |
7,320
+194
| +3% | +$39.1K | 0.02% | 502 |
|
|
2023
Q3 | $1.48M | Buy |
7,126
+1,251
| +21% | +$271K | 0.02% | 471 |
|
|
2023
Q2 | $1.26M | Buy |
5,875
+78
| +1% | +$16.4K | 0.02% | 507 |
|
|
2023
Q1 | $1.34M | Buy |
5,797
+101
| +2% | +$22.9K | 0.02% | 475 |
|
|
2022
Q4 | $1.3M | Buy |
5,696
+51
| +0.9% | +$11.4K | 0.03% | 466 |
|
|
2022
Q3 | $1.13M | Buy |
5,645
+48
| +0.9% | +$9.7K | 0.03% | 468 |
|
|
2022
Q2 | $1.02M | Buy |
5,597
+999
| +22% | +$188K | 0.02% | 486 |
|
|
2022
Q1 | $882K | Buy |
4,598
+21
| +0.5% | +$4.26K | 0.02% | 546 |
|
|
2021
Q4 | $1.08M | Sell |
4,577
-32
| -0.7% | -$7.27K | 0.02% | 506 |
|
|
2021
Q3 | $953K | Sell |
4,609
-28
| -0.6% | -$6.21K | 0.02% | 513 |
|
|
2021
Q2 | $1.02M | Sell |
4,637
-23
| -0.5% | -$5.08K | 0.02% | 504 |
|
|
2021
Q1 | $975K | Buy |
4,660
+21
| +0.5% | +$4.16K | 0.03% | 495 |
|
|
2020
Q4 | $924K | Sell |
4,639
-22
| -0.5% | -$4.18K | 0.03% | 479 |
|
|
2020
Q3 | $850K | Buy |
4,661
+58
| +1% | +$10K | 0.03% | 458 |
|
|
2020
Q2 | $727K | Buy |
4,603
+66
| +1% | +$10.1K | 0.03% | 473 |
|
|
2020
Q1 | $626K | Sell |
4,537
-123
| -3% | -$19.3K | 0.03% | 448 |
|
|
2019
Q4 | $801K | Hold |
4,660
| – | – | 0.03% | 483 |
|
|
2019
Q3 | $763K | Buy |
4,660
+1,325
| +40% | +$220K | 0.03% | 463 |
|
|
2019
Q2 | $574K | Sell |
3,335
-1,172
| -26% | -$184K | 0.02% | 530 |
|
|
2019
Q1 | $683K | Buy |
4,507
+13
| +0.3% | +$1.84K | 0.01% | 608 |
|
|
2018
Q4 | $567K | Hold |
4,494
| – | – | 0.01% | 611 |
|
|
2018
Q3 | $677K | Hold |
4,494
| – | – | 0.01% | 628 |
|
|
2018
Q2 | $613K | Hold |
4,494
| – | – | 0.01% | 643 |
|
|
2018
Q1 | $640K | Sell |
4,494
-667
| -13% | -$93.1K | 0.01% | 624 |
|
|
2017
Q4 | $681K | Sell |
5,161
-136
| -3% | -$17.5K | 0.01% | 633 |
|
|
2017
Q3 | $643K | Hold |
5,297
| – | – | 0.01% | 604 |
|
|
2017
Q2 | $598K | Buy |
+5,297
| New | +$557K | 0.01% | 631 |
|
Other funds holding IEX
Sumitomo Mitsui DS Asset Management's IEX Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management reduced its IDEX (IEX) stake by 0.54% in Q2 2026, selling an estimated $12.3K and leaving 10,679 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #512.
Sumitomo Mitsui DS Asset Management first reported a position in IEX in Q2 2017 and has held it in 37 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 10,679 shares of IDEX worth $2.42M as of Q2 2026.
- Sumitomo Mitsui DS Asset Management sold 58 IDEX shares in Q2 2026, an estimated $12.3K.
- IDEX made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #512 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in IDEX in Q2 2017 and has held it in 37 quarters since.
- 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.