AWM
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Apollon Wealth Management’s IDEX IEX Stock Holding History

Apollon 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 		$206K Buy
+909
New +$192K ﹤0.01% 1475
2025
Q2 		– Sell
-1,235
Closed -$224K – 1297
2025
Q1 		$224K Buy
1,235
+95
+8% +$18.9K ﹤0.01% 1063
2024
Q4 		$239K Sell
1,140
-4,839
-81% -$1.06M 0.01% 1034
2024
Q3 		$1.28M Buy
5,979
+399
+7% +$80.4K 0.04% 409
2024
Q2 		$1.12M Buy
5,580
+428
+8% +$93.5K 0.03% 433
2024
Q1 		$1.26M Buy
5,152
+1,057
+26% +$239K 0.04% 407
2023
Q4 		$889K Buy
4,095
+1,217
+42% +$245K 0.03% 487
2023
Q3 		$599K Buy
2,878
+18
+0.6% +$3.9K 0.03% 502
2023
Q2 		$616K Buy
2,860
+548
+24% +$115K 0.03% 537
2023
Q1 		$534K Buy
2,312
+480
+26% +$109K 0.03% 519
2022
Q4 		$418K Buy
+1,832
New +$409K 0.03% 568
2020
Q3 		– Sell
-51
Closed -$8K – 390
2020
Q2 		$8K Buy
+51
New +$7.79K ﹤0.01% 518

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

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

Apollon Wealth Management opened a new position in IDEX (IEX) in Q2 2026: 909 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in IEX as recently as Q1 2025.

Apollon Wealth Management first reported a position in IEX in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Apollon Wealth Management held 909 shares of IDEX worth $206K as of Q2 2026.
  • IDEX was a new Apollon Wealth Management position in Q2 2026.
  • IDEX made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1475 holding.
  • Apollon Wealth Management first reported a position in IDEX in Q2 2020 and has held it in 12 quarters since.
  • Apollon Wealth Management's IDEX position peaked at $1.28M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.