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Tidal Investments’s IDEX IEX Stock Holding History

Tidal Investments’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 		$1.42M Buy
7,474
+702
+10% +$139K ﹤0.01% 1284
2025
Q4 		$1.21M Buy
6,772
+428
+7% +$73.1K ﹤0.01% 1176
2025
Q3 		$1.03M Buy
6,344
+1,601
+34% +$270K ﹤0.01% 1202
2025
Q2 		$833K Buy
4,743
+966
+26% +$171K 0.01% 1127
2025
Q1 		$684K Sell
3,777
-1,811
-32% -$361K 0.01% 1149
2024
Q4 		$1.17M Buy
5,588
+160
+3% +$35K 0.01% 933
2024
Q3 		$1.16M Buy
5,428
+460
+9% +$92.7K 0.01% 919
2024
Q2 		$1,000K Buy
4,968
+585
+13% +$128K 0.01% 898
2024
Q1 		$1.07M Buy
4,383
+356
+9% +$80.4K 0.02% 842
2023
Q4 		$874K Sell
4,027
-665
-14% -$134K 0.02% 698
2023
Q3 		$976K Buy
4,692
+150
+3% +$32.5K 0.03% 550
2023
Q2 		$978K Buy
4,542
+220
+5% +$46.2K 0.03% 545
2023
Q1 		$999K Sell
4,322
-2,661
-38% -$604K 0.03% 492
2022
Q4 		$1.59M Buy
6,983
+1,154
+20% +$258K 0.06% 323
2022
Q3 		$1.17M Buy
5,829
+52
+0.9% +$10.5K 0.05% 333
2022
Q2 		$1.05M Sell
5,777
-193
-3% -$36.4K 0.04% 372
2022
Q1 		$1.15M Buy
5,970
+457
+8% +$92.7K 0.03% 386
2021
Q4 		$1.3M Sell
5,513
-813
-13% -$185K 0.04% 333
2021
Q3 		$1.31M Buy
6,326
+783
+14% +$174K 0.05% 255
2021
Q2 		$1.22M Buy
5,543
+1,351
+32% +$299K 0.05% 243
2021
Q1 		$877K Buy
4,192
+319
+8% +$63.2K 0.04% 214
2020
Q4 		$772K Buy
3,873
+954
+33% +$181K 0.05% 174
2020
Q3 		$532K Buy
2,919
+1,166
+67% +$202K 0.07% 147
2020
Q2 		$277K Buy
+1,753
New +$268K 0.04% 236

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

Tidal Investments's IEX Position: Q1 2026 in Review

Tidal Investments increased its IDEX (IEX) stake by 10% in Q1 2026, buying an estimated $139K and bringing the position to 7,474 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Tidal Investments first reported a position in IEX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q4 2022. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Tidal Investments held 7,474 shares of IDEX worth $1.42M as of Q1 2026.
  • Tidal Investments bought 702 IDEX shares in Q1 2026, an estimated $139K.
  • IDEX made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1284 holding.
  • Tidal Investments first reported a position in IDEX in Q2 2020 and has held it in 24 quarters since.
  • Tidal Investments's IDEX position peaked at $1.59M in Q4 2022.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.