Taproot Management’s IDEX IEX Stock Holding History

Taproot 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	–	Sell	-28,398	Closed	-$5.38M	–	76
2026 Q1	$5.38M	Buy	+28,398	New	+$5.61M	1.02%	25

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

Taproot Management's IEX Position: Q2 2026 in Review

Taproot Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 28,398 shares — an estimated $5.38M sold.

Taproot Management first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $5.38M in Q1 2026. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Taproot Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 28,398 IDEX shares in Q2 2026, an estimated $5.38M.
Taproot Management first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Taproot Management's IDEX position peaked at $5.38M in Q1 2026.
685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.