Valley National Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.4K | Buy |
15
+2
| +15% | +$423 | ﹤0.01% | 749 |
|
|
2026
Q1 | $2K | Sell |
13
-30
| -70% | -$5.92K | ﹤0.01% | 769 |
|
|
2025
Q4 | $7K | Buy |
43
+2
| +5% | +$342 | ﹤0.01% | 660 |
|
|
2025
Q3 | $6K | Buy |
41
+2
| +5% | +$338 | ﹤0.01% | 633 |
|
|
2025
Q2 | $6K | Sell |
39
-1
| -3% | -$177 | ﹤0.01% | 635 |
|
|
2025
Q1 | $7K | Buy |
40
+1
| +3% | +$199 | ﹤0.01% | 614 |
|
|
2024
Q4 | $8K | Hold |
39
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $8K | Hold |
39
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 693 |
|
|
2024
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $8K | Buy |
39
+1
| +3% | +$202 | ﹤0.01% | 701 |
|
|
2023
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $9K | Hold |
38
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $8K | Hold |
38
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $7K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $9K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2021
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $8K | Hold |
38
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 570 |
|
|
2020
Q4 | $7K | Hold |
38
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $7K | Buy |
38
+1
| +3% | +$173 | ﹤0.01% | 516 |
|
|
2020
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 542 |
|
|
2019
Q4 | $6K | Sell |
37
-5
| -12% | -$809 | ﹤0.01% | 586 |
|
|
2019
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 554 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 523 |
|
|
2018
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 466 |
|
|
2018
Q1 | $6K | Buy |
+42
| New | +$5.86K | ﹤0.01% | 451 |
|
Other funds holding IEX
Valley National Advisers's IEX Position: Q2 2026 in Review
Valley National Advisers increased its IDEX (IEX) stake by 15% in Q2 2026, buying an estimated $423 and bringing the position to 15 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #749.
Valley National Advisers first reported a position in IEX in Q1 2018 and has held it in 34 quarters since. The position peaked at $9K in Q1 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Valley National Advisers held 15 shares of IDEX worth $3.4K as of Q2 2026.
- Valley National Advisers bought 2 IDEX shares in Q2 2026, an estimated $423.
- IDEX made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #749 holding.
- Valley National Advisers first reported a position in IDEX in Q1 2018 and has held it in 34 quarters since.
- Valley National Advisers's IDEX position peaked at $9K in Q1 2024.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.