TG
IEX icon

TCW Group’s IDEX IEX Stock Holding History

TCW Group’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
Q1 		$225K Buy
1,187
+58
+5% +$11.4K ﹤0.01% 619
2025
Q4 		$201K Buy
+1,129
New +$193K ﹤0.01% 634
2023
Q4 		– Sell
-16,620
Closed -$3.46M – 378
2023
Q3 		$3.46M Hold
16,620
– – 0.04% 186
2023
Q2 		$3.58M Buy
16,620
+37
+0.2% +$7.78K 0.04% 195
2023
Q1 		$3.83M Sell
16,583
-69
-0.4% -$15.7K 0.05% 177
2022
Q4 		$3.8M Sell
16,652
-39
-0.2% -$8.72K 0.05% 175
2022
Q3 		$3.33M Hold
16,691
– – 0.05% 195
2022
Q2 		$3.03M Hold
16,691
– – 0.04% 203
2022
Q1 		$3.2M Buy
16,691
+85
+0.5% +$17.2K 0.03% 210
2021
Q4 		$3.92M Buy
16,606
+131
+0.8% +$29.8K 0.03% 217
2021
Q3 		$3.41K Hold
16,475
– – 0.01% 230
2021
Q2 		$3.63M Buy
16,475
+21
+0.1% +$4.64K 0.03% 227
2021
Q1 		$3.44M Hold
16,454
– – 0.03% 221
2020
Q4 		$3.28M Sell
16,454
-41,511
-72% -$7.89M 0.03% 216
2020
Q3 		$10.6M Sell
57,965
-13,762
-19% -$2.38M 0.12% 120
2020
Q2 		$11.3M Sell
71,727
-207
-0.3% -$31.6K 0.13% 110
2020
Q1 		$9.93M Buy
71,934
+478
+0.7% +$75K 0.14% 108
2019
Q4 		$12.3M Buy
71,456
+7,973
+13% +$1.29M 0.14% 120
2019
Q3 		$10.4M Sell
63,483
-4,697
-7% -$779K 0.12% 126
2019
Q2 		$11.7M Buy
68,180
+6,304
+10% +$990K 0.12% 118
2019
Q1 		$9.39M Sell
61,876
-6,089
-9% -$861K 0.09% 137
2018
Q4 		$8.58M Buy
67,965
+34,549
+103% +$4.62M 0.09% 136
2018
Q3 		$5.03M Buy
33,416
+2,120
+7% +$316K 0.04% 165
2018
Q2 		$4.27M Sell
31,296
-7,738
-20% -$1.08M 0.03% 174
2018
Q1 		$5.56M Buy
39,034
+338
+0.9% +$47.2K 0.05% 155
2017
Q4 		$5.11M Sell
38,696
-1,894
-5% -$244K 0.04% 166
2017
Q3 		$4.93M Buy
40,590
+1,288
+3% +$150K 0.04% 177
2017
Q2 		$4.44M Buy
39,302
+14,106
+56% +$1.48M 0.04% 184
2017
Q1 		$2.36M Buy
25,196
+3,652
+17% +$335K 0.02% 227
2016
Q4 		$1.94M Buy
21,544
+4,074
+23% +$369K 0.01% 362
2016
Q3 		$1.64M Sell
17,470
-1,370
-7% -$124K 0.01% 381
2016
Q2 		$1.55M Sell
18,840
-2,960
-14% -$246K 0.01% 388
2016
Q1 		$1.81M Sell
21,800
-143
-0.7% -$10.7K 0.01% 355
2015
Q4 		$1.68M Buy
21,943
+567
+3% +$43.4K 0.01% 395
2015
Q3 		$1.52M Sell
21,376
-1,105
-5% -$81.4K 0.01% 415
2015
Q2 		$1.77M Buy
22,481
+891
+4% +$69K 0.01% 417
2015
Q1 		$1.64M Buy
21,590
+397
+2% +$29.9K 0.01% 658
2014
Q4 		$1.65M Buy
21,193
+516
+2% +$38.4K 0.01% 644
2014
Q3 		$1.5M Sell
20,677
-524
-2% -$40.4K 0.01% 685
2014
Q2 		$1.71M Sell
21,201
-11,574
-35% -$875K 0.01% 680
2014
Q1 		$2.39M Sell
32,775
-45,911
-58% -$3.34M 0.01% 638
2013
Q4 		$5.81M Sell
78,686
-16,964
-18% -$1.18M 0.02% 458
2013
Q3 		$6.24M Sell
95,650
-27,967
-23% -$1.69M 0.03% 436
2013
Q2 		$6.65M Buy
+123,617
New +$6.59M 0.03% 409

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCW Group's IEX Position: Q1 2026 in Review

TCW Group increased its IDEX (IEX) stake by 5.1% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,187 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

TCW Group first reported a position in IEX in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.3M in Q4 2019. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • TCW Group held 1,187 shares of IDEX worth $225K as of Q1 2026.
  • TCW Group bought 58 IDEX shares in Q1 2026, an estimated $11.4K.
  • IDEX made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #619 holding.
  • TCW Group first reported a position in IDEX in Q2 2013 and has held it in 44 quarters since.
  • TCW Group's IDEX position peaked at $12.3M in Q4 2019.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.