WI
IEX icon

Wahed Invest’s IDEX IEX Stock Holding History

Wahed Invest’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 		$365K Sell
1,926
-63
-3% -$12.4K 0.05% 205
2025
Q4 		$354K Sell
1,989
-78
-4% -$13.3K 0.05% 197
2025
Q3 		$336K Buy
2,067
+12
+0.6% +$2.03K 0.05% 200
2025
Q2 		$361K Buy
2,055
+58
+3% +$10.3K 0.06% 199
2025
Q1 		$361K Buy
1,997
+63
+3% +$12.5K 0.06% 191
2024
Q4 		$405K Buy
1,934
+96
+5% +$21K 0.07% 178
2024
Q3 		$394K Buy
1,838
+173
+10% +$34.9K 0.07% 176
2024
Q2 		$335K Buy
1,665
+184
+12% +$40.2K 0.07% 172
2024
Q1 		$361K Buy
1,481
+192
+15% +$43.4K 0.08% 158
2023
Q4 		$280K Buy
1,289
+96
+8% +$19.4K 0.08% 167
2023
Q3 		$248K Buy
1,193
+100
+9% +$21.7K 0.08% 172
2023
Q2 		$235K Buy
1,093
+105
+11% +$22.1K 0.08% 167
2023
Q1 		$228K Buy
988
+17
+2% +$3.86K 0.1% 157
2022
Q4 		$222K Buy
971
+104
+12% +$23.2K 0.12% 150
2022
Q3 		$173K Buy
867
+57
+7% +$11.5K 0.11% 154
2022
Q2 		$147K Buy
+810
New +$153K 0.09% 170
2022
Q1 		– Sell
-907
Closed -$214K – 195
2021
Q4 		$214K Buy
+907
New +$206K 0.12% 158

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 $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wahed Invest's IEX Position: Q1 2026 in Review

Wahed Invest reduced its IDEX (IEX) stake by 3.2% in Q1 2026, selling an estimated $12.4K and leaving 1,926 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #205.

Wahed Invest first reported a position in IEX in Q4 2021 and has held it in 17 quarters since. The position peaked at $405K in Q4 2024. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Wahed Invest held 1,926 shares of IDEX worth $365K as of Q1 2026.
  • Wahed Invest sold 63 IDEX shares in Q1 2026, an estimated $12.4K.
  • IDEX made up 0.05% of Wahed Invest's portfolio in Q1 2026, its #205 holding.
  • Wahed Invest first reported a position in IDEX in Q4 2021 and has held it in 17 quarters since.
  • Wahed Invest's IDEX position peaked at $405K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.