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Yousif Capital Management’s IDEX IEX Stock Holding History

Yousif Capital Management’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 		$1.79M Sell
7,870
-330
-4% -$69.8K 0.02% 741
2026
Q1 		$1.55M Sell
8,200
-279
-3% -$55.1K 0.02% 805
2025
Q4 		$1.64M Sell
8,479
-661
-7% -$113K 0.02% 815
2025
Q3 		$1.49M Sell
9,140
-752
-8% -$127K 0.02% 879
2025
Q2 		$1.74M Sell
9,892
-87
-0.9% -$15.4K 0.02% 817
2025
Q1 		$1.81M Sell
9,979
-109
-1% -$21.7K 0.02% 773
2024
Q4 		$2.11M Sell
10,088
-4,409
-30% -$965K 0.02% 723
2024
Q3 		$3.11M Buy
14,497
+774
+6% +$156K 0.03% 522
2024
Q2 		$2.76M Buy
13,723
+866
+7% +$189K 0.03% 579
2024
Q1 		$3.14M Buy
12,857
+2,324
+22% +$525K 0.03% 563
2023
Q4 		$2.29M Sell
10,533
-1,094
-9% -$221K 0.03% 729
2023
Q3 		$2.42M Sell
11,627
-3,804
-25% -$825K 0.03% 627
2023
Q2 		$3.32M Buy
15,431
+752
+5% +$158K 0.04% 495
2023
Q1 		$3.39M Sell
14,679
-497
-3% -$113K 0.04% 464
2022
Q4 		$3.47M Buy
15,176
+842
+6% +$188K 0.05% 453
2022
Q3 		$2.87M Buy
14,334
+3,005
+27% +$607K 0.04% 506
2022
Q2 		$2.06M Sell
11,329
-4,894
-30% -$922K 0.03% 797
2022
Q1 		$3.11M Buy
16,223
+555
+4% +$113K 0.03% 610
2021
Q4 		$3.7M Buy
+15,668
New +$3.56M 0.04% 541

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management's IEX Position: Q2 2026 in Review

Yousif Capital Management reduced its IDEX (IEX) stake by 4% in Q2 2026, selling an estimated $69.8K and leaving 7,870 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #741.

Yousif Capital Management first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.7M in Q4 2021. 107 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Yousif Capital Management held 7,870 shares of IDEX worth $1.79M as of Q2 2026.
  • Yousif Capital Management sold 330 IDEX shares in Q2 2026, an estimated $69.8K.
  • IDEX made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #741 holding.
  • Yousif Capital Management first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's IDEX position peaked at $3.7M in Q4 2021.
  • 107 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.