VSQM
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V-Square Quantitative Management’s IDEX IEX Stock Holding History

V-Square Quantitative 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 		$693K Sell
3,054
-52
-2% -$11K 0.07% 257
2026
Q1 		$589K Buy
3,106
+241
+8% +$47.6K 0.06% 282
2025
Q4 		$510K Buy
+2,865
New +$490K 0.05% 313
2025
Q3 		– Sell
-2,553
Closed -$448K – 358
2025
Q2 		$448K Buy
2,553
+186
+8% +$33K 0.06% 321
2025
Q1 		$428K Buy
2,367
+69
+3% +$13.7K 0.06% 328
2024
Q4 		$481K Sell
2,298
-121
-5% -$26.5K 0.07% 298
2024
Q3 		$519K Buy
2,419
+23
+1% +$4.64K 0.08% 280
2024
Q2 		$482K Buy
2,396
+176
+8% +$38.4K 0.08% 257
2024
Q1 		$542K Buy
2,220
+302
+16% +$68.2K 0.08% 254
2023
Q4 		$416K Buy
1,918
+334
+21% +$67.4K 0.07% 259
2023
Q3 		$330K Buy
1,584
+959
+153% +$208K 0.15% 175
2023
Q2 		$135K Buy
+625
New +$131K 0.1% 183

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

V-Square Quantitative Management's IEX Position: Q2 2026 in Review

V-Square Quantitative Management reduced its IDEX (IEX) stake by 1.7% in Q2 2026, selling an estimated $11K and leaving 3,054 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #257.

V-Square Quantitative Management first reported a position in IEX in Q2 2023 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • V-Square Quantitative Management held 3,054 shares of IDEX worth $693K as of Q2 2026.
  • V-Square Quantitative Management sold 52 IDEX shares in Q2 2026, an estimated $11K.
  • IDEX made up 0.07% of V-Square Quantitative Management's portfolio in Q2 2026, its #257 holding.
  • V-Square Quantitative Management first reported a position in IDEX in Q2 2023 and has held it in 12 quarters since.
  • 201 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.