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Action Point Financial Planning’s IDEX IEX Stock Holding History

Action Point Financial Planning’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 		$10.7K Buy
+49
New +$10.4K ﹤0.01% 1426

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Action Point Financial Planning's IEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in IDEX (IEX) in Q2 2026: 49 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1426 among its holdings.

683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Action Point Financial Planning held 49 shares of IDEX worth $10.7K as of Q2 2026.
  • IDEX was a new Action Point Financial Planning position in Q2 2026.
  • IDEX made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1426 holding.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.