Utah Retirement Systems’s IDEX IEX Stock Holding History

Utah Retirement Systems’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	$2.33M	Sell	12,269 -234	-2%	-$46.2K	0.02%	525
2025 Q4	$2.22M	Hold	12,503	–	–	0.02%	541
2025 Q3	$2.03M	Hold	12,503	–	–	0.02%	560
2025 Q2	$2.2M	Sell	12,503 -105	-0.8%	-$18.6K	0.02%	532
2025 Q1	$2.28M	Hold	12,608	–	–	0.03%	510
2024 Q4	$2.64M	Hold	12,608	–	–	0.03%	479
2024 Q3	$2.7M	Buy	12,608 +100	+0.8%	+$20.2K	0.03%	476
2024 Q2	$2.52M	Sell	12,508 -600	-5%	-$131K	0.03%	474
2024 Q1	$3.2M	Hold	13,108	–	–	0.04%	425
2023 Q4	$2.85M	Buy	13,108 +100	+0.8%	+$20.2K	0.04%	445
2023 Q3	$2.71M	Hold	13,008	–	–	0.04%	433
2023 Q2	$2.8M	Sell	13,008 -500	-4%	-$105K	0.04%	428
2023 Q1	$3.12M	Hold	13,508	–	–	0.05%	396
2022 Q4	$3.08M	Sell	13,508 -100	-0.7%	-$22.3K	0.05%	374
2022 Q3	$2.72M	Buy	13,608 +100	+0.7%	+$20.2K	0.05%	388
2022 Q2	$2.45M	Hold	13,508	–	–	0.04%	438
2022 Q1	$2.59M	Sell	13,508 -300	-2%	-$60.9K	0.03%	476
2021 Q4	$3.26M	Hold	13,808	–	–	0.04%	428
2021 Q3	$2.86M	Sell	13,808 -600	-4%	-$133K	0.04%	449
2021 Q2	$3.17M	Hold	14,408	–	–	0.04%	451
2021 Q1	$3.02M	Sell	14,408 -700	-5%	-$139K	0.04%	433
2020 Q4	$3.01M	Buy	15,108 +700	+5%	+$133K	0.04%	414
2020 Q3	$2.63M	Buy	14,408 +100	+0.7%	+$17.3K	0.04%	389
2020 Q2	$2.26M	Sell	14,308 -100	-0.7%	-$15.3K	0.04%	402
2020 Q1	$1.99M	Hold	14,408	–	–	0.04%	384
2019 Q4	$2.48M	Hold	14,408	–	–	0.04%	415
2019 Q3	$2.36M	Buy	14,408 +100	+0.7%	+$16.6K	0.04%	404
2019 Q2	$2.46M	Sell	14,308 -118	-0.8%	-$18.5K	0.05%	392
2019 Q1	$2.19M	Buy	14,426 +238	+2%	+$33.6K	0.04%	423
2018 Q4	$1.79M	Hold	14,188	–	–	0.04%	445
2018 Q3	$2.14M	Hold	14,188	–	–	0.04%	437
2018 Q2	$1.94M	Hold	14,188	–	–	0.04%	457
2018 Q1	$2.02M	Hold	14,188	–	–	0.04%	432
2017 Q4	$1.87M	Buy	14,188 +200	+1%	+$25.7K	0.04%	468
2017 Q3	$1.7M	Buy	13,988 +100	+0.7%	+$11.7K	0.04%	474
2017 Q2	$1.57M	Hold	13,888	–	–	0.04%	491
2017 Q1	$1.3M	Hold	13,888	–	–	0.03%	546
2016 Q4	$1.25M	Hold	13,888	–	–	0.03%	549
2016 Q3	$1.3M	Hold	13,888	–	–	0.03%	528
2016 Q2	$1.14M	Sell	13,888 -100	-0.7%	-$8.32K	0.03%	567
2016 Q1	$1.16M	Hold	13,988	–	–	0.03%	557
2015 Q4	$1.07M	Buy	13,988 +100	+0.7%	+$7.66K	0.03%	591
2015 Q3	$990K	Buy	13,888 +100	+0.7%	+$7.37K	0.03%	610
2015 Q2	$1.08M	Sell	13,788 -600	-4%	-$46.5K	0.03%	610
2015 Q1	$1.09M	Buy	14,388 +400	+3%	+$30.1K	0.03%	610
2014 Q4	$1.09M	Hold	13,988	–	–	0.03%	583
2014 Q3	$1.01M	Hold	13,988	–	–	0.03%	586
2014 Q2	$1.13M	Sell	13,988 -700	-5%	-$52.9K	0.03%	558
2014 Q1	$1.07M	Buy	14,688 +100	+0.7%	+$7.28K	0.03%	575
2013 Q4	$1.08M	Hold	14,588	–	–	0.03%	548
2013 Q3	$952K	Sell	14,588 -200	-1%	-$12.1K	0.03%	575
2013 Q2	$795K	Buy	+14,788	New	+$788K	0.03%	623

Other funds holding IEX

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Utah Retirement Systems's IEX Position: Q1 2026 in Review

Utah Retirement Systems reduced its IDEX (IEX) stake by 1.9% in Q1 2026, selling an estimated $46.2K and leaving 12,269 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #525.

Utah Retirement Systems first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.26M in Q4 2021. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Utah Retirement Systems held 12,269 shares of IDEX worth $2.33M as of Q1 2026.
Utah Retirement Systems sold 234 IDEX shares in Q1 2026, an estimated $46.2K.
IDEX made up 0.02% of Utah Retirement Systems's portfolio in Q1 2026, its #525 holding.
Utah Retirement Systems first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
Utah Retirement Systems's IDEX position peaked at $3.26M in Q4 2021.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.