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BOLTON SECURITIES CORPORATION’s IDEX IEX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$915K Buy
4,012
+1,329
+50% +$303K 0.03% 434
2026
Q2 		$609K Buy
2,683
+767
+40% +$162K 0.02% 547
2026
Q1 		$363K Buy
+1,916
New +$378K 0.02% 630
2025
Q3 		$303K Buy
+1,861
New +$314K 0.01% 640
2025
Q1 		$367K Buy
+2,028
New +$404K 0.02% 556

Other funds holding IEX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IEX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its IDEX (IEX) stake by 50% in Q3 2026, buying an estimated $303K and bringing the position to 4,012 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #434.

BOLTON SECURITIES CORPORATION first reported a position in IEX in Q1 2025 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,012 shares of IDEX worth $915K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,329 IDEX shares in Q3 2026, an estimated $303K.
  • IDEX made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #434 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in IDEX in Q1 2025 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.