T
IEX icon

TOBAM’s IDEX IEX Stock Holding History

TOBAM’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 		$200K Buy
+882
New +$187K 0.05% 192
2025
Q2 		– Sell
-110
Closed -$20K – 273
2025
Q1 		$20K Buy
110
+7
+7% +$1.39K 0.01% 206
2024
Q4 		$22K Buy
103
+33
+47% +$7.22K 0.01% 316
2024
Q3 		$15K Sell
70
-10
-13% -$2.02K ﹤0.01% 317
2024
Q2 		$16K Sell
80
-246
-75% -$53.7K ﹤0.01% 324
2024
Q1 		$80K Sell
326
-16
-5% -$3.61K 0.01% 308
2023
Q4 		$74K Sell
342
-240
-41% -$48.4K 0.01% 305
2023
Q3 		$121K Buy
+582
New +$126K 0.01% 268
2023
Q2 		– Sell
-257
Closed -$59K – 378
2023
Q1 		$59K Sell
257
-225
-47% -$51.1K ﹤0.01% 339
2022
Q4 		$110K Hold
482
– – 0.01% 278
2022
Q3 		$96K Buy
482
+152
+46% +$30.7K 0.01% 286
2022
Q2 		$60K Hold
330
– – ﹤0.01% 363
2022
Q1 		$63K Buy
330
+73
+28% +$14.8K ﹤0.01% 361
2021
Q4 		$61K Hold
257
– – ﹤0.01% 327
2021
Q3 		$53K Hold
257
– – ﹤0.01% 350
2021
Q2 		$57K Hold
257
– – ﹤0.01% 331
2021
Q1 		$54K Hold
257
– – ﹤0.01% 326
2020
Q4 		$51K Hold
257
– – ﹤0.01% 320
2020
Q3 		$47K Buy
+257
New +$44.5K ﹤0.01% 298

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

TOBAM's IEX Position: Q2 2026 in Review

TOBAM opened a new position in IDEX (IEX) in Q2 2026: 882 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: TOBAM previously reported a position in IEX as recently as Q1 2025.

TOBAM first reported a position in IEX in Q3 2020 and has held it in 19 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • TOBAM held 882 shares of IDEX worth $200K as of Q2 2026.
  • IDEX was a new TOBAM position in Q2 2026.
  • IDEX made up 0.05% of TOBAM's portfolio in Q2 2026, its #192 holding.
  • TOBAM first reported a position in IDEX in Q3 2020 and has held it in 19 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.