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Avion Wealth’s IDEX IEX Stock Holding History

Avion Wealth’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 		$3K Buy
17
+8
+89% +$1.69K ﹤0.01% 952
2026
Q1 		$1K Buy
9
+3
+50% +$592 ﹤0.01% 1055
2025
Q4 		$1K Buy
6
+3
+100% +$513 ﹤0.01% 1051
2025
Q3 		$0 Sell
3
-9
-75% -$1.52K ﹤0.01% 1370
2025
Q2 		$2K Buy
12
+1
+9% +$177 ﹤0.01% 812
2025
Q1 		$2K Hold
11
– – ﹤0.01% 724
2024
Q4 		$2K Hold
11
– – ﹤0.01% 721
2024
Q3 		$2K Buy
11
+3
+38% +$605 ﹤0.01% 686
2024
Q2 		$1K Buy
8
+2
+33% +$437 ﹤0.01% 745
2024
Q1 		$2K Hold
6
– – ﹤0.01% 695
2023
Q4 		$1K Buy
6
+3
+100% +$605 ﹤0.01% 830
2023
Q3 		$0 Buy
+3
New +$651 ﹤0.01% 990

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

Avion Wealth's IEX Position: Q2 2026 in Review

Avion Wealth increased its IDEX (IEX) stake by 89% in Q2 2026, buying an estimated $1.69K and bringing the position to 17 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Avion Wealth first reported a position in IEX in Q3 2023 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Avion Wealth held 17 shares of IDEX worth $3K as of Q2 2026.
  • Avion Wealth bought 8 IDEX shares in Q2 2026, an estimated $1.69K.
  • IDEX made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #952 holding.
  • Avion Wealth first reported a position in IDEX in Q3 2023 and has held it in 12 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.