AWM
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Activest Wealth Management’s IDEX IEX Stock Holding History

Activest Wealth 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 		$9.76K Hold
43
– – ﹤0.01% 586
2026
Q1 		$8.15K Buy
43
+1
+2% +$197 ﹤0.01% 725
2025
Q4 		$7.47K Buy
42
+41
+4,100% +$7.01K ﹤0.01% 716
2025
Q3 		$163 Sell
1
-48
-98% -$8.11K ﹤0.01% 1032
2025
Q2 		$8.6K Buy
+49
New +$8.69K ﹤0.01% 460
2025
Q1 		– Sell
-1
Closed -$199 – 1115
2024
Q4 		$209 Buy
+1
New +$219 ﹤0.01% 635
2023
Q1 		– Sell
-25
Closed -$5.71K – 419
2022
Q4 		$5.71K Hold
25
– – ﹤0.01% 348
2022
Q3 		$5K Buy
+25
New +$5.05K ﹤0.01% 348

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

Activest Wealth Management's IEX Position: Q2 2026 in Review

Activest Wealth Management held its IDEX (IEX) position steady in Q2 2026 at 43 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Activest Wealth Management first reported a position in IEX in Q3 2022 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Activest Wealth Management held 43 shares of IDEX worth $9.76K as of Q2 2026.
  • Activest Wealth Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Activest Wealth Management first reported a position in IDEX in Q3 2022 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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