Wallington Asset Management’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 | $318K | Hold |
1,400
| – | – | 0.04% | 53 |
|
|
2026
Q1 | $265K | Hold |
1,400
| – | – | 0.04% | 56 |
|
|
2025
Q4 | $249K | Hold |
1,400
| – | – | 0.03% | 66 |
|
|
2025
Q3 | $228K | Hold |
1,400
| – | – | 0.03% | 67 |
|
|
2025
Q2 | $246K | Hold |
1,400
| – | – | 0.03% | 67 |
|
|
2025
Q1 | $253K | Hold |
1,400
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $293K | Hold |
1,400
| – | – | 0.04% | 78 |
|
|
2024
Q3 | $300K | Hold |
1,400
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $282K | Hold |
1,400
| – | – | 0.04% | 75 |
|
|
2024
Q1 | $342K | Hold |
1,400
| – | – | 0.05% | 71 |
|
|
2023
Q4 | $304K | Hold |
1,400
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $291K | Hold |
1,400
| – | – | 0.05% | 73 |
|
|
2023
Q2 | $301K | Hold |
1,400
| – | – | 0.05% | 74 |
|
|
2023
Q1 | $323K | Hold |
1,400
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $320K | Hold |
1,400
| – | – | 0.07% | 68 |
|
|
2022
Q3 | $280K | Hold |
1,400
| – | – | 0.07% | 67 |
|
|
2022
Q2 | $254K | Hold |
1,400
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $268K | Hold |
1,400
| – | – | 0.05% | 65 |
|
|
2021
Q4 | $331K | Hold |
1,400
| – | – | 0.05% | 66 |
|
|
2021
Q3 | $290K | Hold |
1,400
| – | – | 0.05% | 66 |
|
|
2021
Q2 | $308K | Hold |
1,400
| – | – | 0.05% | 61 |
|
|
2021
Q1 | $293K | Hold |
1,400
| – | – | 0.05% | 63 |
|
|
2020
Q4 | $279K | Hold |
1,400
| – | – | 0.05% | 57 |
|
|
2020
Q3 | $255K | Hold |
1,400
| – | – | 0.06% | 53 |
|
|
2020
Q2 | $221K | Buy |
+1,400
| New | +$214K | 0.05% | 50 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$241K | – | 57 |
|
|
2019
Q4 | $241K | Hold |
1,400
| – | – | 0.05% | 57 |
|
|
2019
Q3 | $229K | Hold |
1,400
| – | – | 0.06% | 55 |
|
|
2019
Q2 | $241K | Hold |
1,400
| – | – | 0.06% | 53 |
|
|
2019
Q1 | $212K | Buy |
+1,400
| New | +$198K | 0.06% | 54 |
|
|
2018
Q4 | – | Sell |
-1,800
| Closed | -$271K | – | 55 |
|
|
2018
Q3 | $271K | Hold |
1,800
| – | – | 0.06% | 51 |
|
|
2018
Q2 | $246K | Hold |
1,800
| – | – | 0.06% | 53 |
|
|
2018
Q1 | $257K | Hold |
1,800
| – | – | 0.07% | 52 |
|
|
2017
Q4 | $238K | Hold |
1,800
| – | – | 0.06% | 56 |
|
|
2017
Q3 | $219K | Hold |
1,800
| – | – | 0.06% | 60 |
|
|
2017
Q2 | $203K | Buy |
+1,800
| New | +$189K | 0.06% | 60 |
|
|
2015
Q1 | – | Sell |
-1,800
| Closed | -$140K | – | 75 |
|
|
2014
Q4 | $140K | Hold |
1,800
| – | – | 0.04% | 66 |
|
|
2014
Q3 | $130K | Hold |
1,800
| – | – | 0.04% | 64 |
|
|
2014
Q2 | $145K | Hold |
1,800
| – | – | 0.05% | 64 |
|
|
2014
Q1 | $131K | Hold |
1,800
| – | – | 0.05% | 67 |
|
|
2013
Q4 | $133K | Hold |
1,800
| – | – | 0.05% | 58 |
|
|
2013
Q3 | $117K | Hold |
1,800
| – | – | 0.05% | 59 |
|
|
2013
Q2 | $97K | Buy |
+1,800
| New | +$96K | 0.04% | 62 |
|
Other funds holding IEX
Wallington Asset Management's IEX Position: Q2 2026 in Review
Wallington Asset Management held its IDEX (IEX) position steady in Q2 2026 at 1,400 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #53.
Wallington Asset Management first reported a position in IEX in Q2 2013 and has held it in 42 quarters since. The position peaked at $342K in Q1 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Wallington Asset Management held 1,400 shares of IDEX worth $318K as of Q2 2026.
- Wallington Asset Management left its IDEX share count unchanged in Q2 2026.
- IDEX made up 0.04% of Wallington Asset Management's portfolio in Q2 2026, its #53 holding.
- Wallington Asset Management first reported a position in IDEX in Q2 2013 and has held it in 42 quarters since.
- Wallington Asset Management's IDEX position peaked at $342K in Q1 2024.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Wallington Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.