VA
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Vident Advisory’s IDEX IEX Stock Holding History

Vident Advisory’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 		$740K Buy
3,903
+1,450
+59% +$286K 0.01% 1028
2025
Q4 		$436K Sell
2,453
-277
-10% -$47.3K ﹤0.01% 1233
2025
Q3 		$444K Buy
2,730
+177
+7% +$29.9K ﹤0.01% 1244
2025
Q2 		$448K Sell
2,553
-326
-11% -$57.8K 0.01% 1124
2025
Q1 		$521K Buy
2,879
+1,292
+81% +$257K 0.01% 1011
2024
Q4 		$332K Sell
1,587
-17,423
-92% -$3.81M 0.01% 1135
2024
Q3 		$4.08M Buy
19,010
+15,261
+407% +$3.08M 0.1% 189
2024
Q2 		$754K Buy
3,749
+1,822
+95% +$398K 0.02% 700
2024
Q1 		$470K Sell
1,927
-280
-13% -$63.2K 0.01% 842
2023
Q4 		$479K Sell
2,207
-282
-11% -$56.9K 0.01% 794
2023
Q3 		$518K Buy
+2,489
New +$540K 0.02% 691

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

Vident Advisory's IEX Position: Q1 2026 in Review

Vident Advisory increased its IDEX (IEX) stake by 59% in Q1 2026, buying an estimated $286K and bringing the position to 3,903 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #1028.

Vident Advisory first reported a position in IEX in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.08M in Q3 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Vident Advisory held 3,903 shares of IDEX worth $740K as of Q1 2026.
  • Vident Advisory bought 1,450 IDEX shares in Q1 2026, an estimated $286K.
  • IDEX made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #1028 holding.
  • Vident Advisory first reported a position in IDEX in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's IDEX position peaked at $4.08M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.