Whittier Trust’s IDEX IEX Stock Holding History

Whittier Trust’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	$2.44M	Buy	10,882 +10,824	+18,662%	+$2.29M	0.02%	271
2026 Q1	$11.1K	Sell	58 -151	-72%	-$29.8K	﹤0.01%	1107
2025 Q4	$38.4K	Hold	209	–	–	﹤0.01%	921
2025 Q3	$34.9K	Hold	209	–	–	﹤0.01%	917
2025 Q2	$36.7K	Hold	209	–	–	﹤0.01%	1008
2025 Q1	$37.8K	Hold	209	–	–	﹤0.01%	985
2024 Q4	$43.7K	Hold	209	–	–	﹤0.01%	956
2024 Q3	$44.8K	Hold	209	–	–	﹤0.01%	942
2024 Q2	$42K	Buy	209 +58	+38%	+$12.7K	﹤0.01%	946
2024 Q1	$36.8K	Hold	151	–	–	﹤0.01%	995
2023 Q4	$32.8K	Sell	151 -5	-3%	-$1.01K	﹤0.01%	993
2023 Q3	$32.5K	Buy	156 +5	+3%	+$1.08K	﹤0.01%	1010
2023 Q2	$32.5K	Hold	151	–	–	﹤0.01%	1017
2023 Q1	$34.9K	Hold	151	–	–	﹤0.01%	1030
2022 Q4	$34.5K	Hold	151	–	–	﹤0.01%	1029
2022 Q3	$30K	Hold	151	–	–	﹤0.01%	1080
2022 Q2	$27K	Hold	151	–	–	﹤0.01%	1091
2022 Q1	$29K	Hold	151	–	–	﹤0.01%	1107
2021 Q4	$36K	Hold	151	–	–	﹤0.01%	1047
2021 Q3	$31K	Sell	151 -65	-30%	-$14.4K	﹤0.01%	1035
2021 Q2	$48K	Hold	216	–	–	﹤0.01%	964
2021 Q1	$45K	Buy	216 +151	+232%	+$29.9K	﹤0.01%	958
2020 Q4	$13K	Buy	+65	New	+$12.4K	﹤0.01%	1120
2018 Q3	–	Sell	-20	Closed	-$3K	–	1278
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	1142
2018 Q1	$3K	Buy	+20	New	+$2.79K	﹤0.01%	1185

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Whittier Trust's IEX Position: Q2 2026 in Review

Whittier Trust increased its IDEX (IEX) stake by 18,662% in Q2 2026, buying an estimated $2.29M and bringing the position to 10,882 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #271.

Whittier Trust first reported a position in IEX in Q1 2018 and has held it in 25 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Whittier Trust held 10,882 shares of IDEX worth $2.44M as of Q2 2026.
Whittier Trust bought 10,824 IDEX shares in Q2 2026, an estimated $2.29M.
IDEX made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #271 holding.
Whittier Trust first reported a position in IDEX in Q1 2018 and has held it in 25 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.