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Avior Wealth Management’s IDEX IEX Stock Holding History

Avior 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 		$575K Buy
2,532
+442
+21% +$93.5K 0.02% 478
2026
Q1 		$396K Sell
2,090
-187
-8% -$36.9K 0.01% 595
2025
Q4 		$405K Sell
2,277
-340
-13% -$58.1K 0.01% 526
2025
Q3 		$426K Sell
2,617
-246
-9% -$41.5K 0.01% 492
2025
Q2 		$503K Buy
2,863
+24
+0.8% +$4.25K 0.02% 424
2025
Q1 		$514K Buy
2,839
+567
+25% +$113K 0.02% 394
2024
Q4 		$476K Sell
2,272
-191
-8% -$41.8K 0.02% 462
2024
Q3 		$528K Buy
2,463
+73
+3% +$14.7K 0.02% 435
2024
Q2 		$481K Sell
2,390
-61
-2% -$13.3K 0.02% 443
2024
Q1 		$598K Buy
2,451
+124
+5% +$28K 0.03% 397
2023
Q4 		$505K Buy
2,327
+117
+5% +$23.6K 0.03% 346
2023
Q3 		$460K Buy
2,210
+49
+2% +$10.6K 0.03% 348
2023
Q2 		$465K Sell
2,161
-235
-10% -$49.4K 0.03% 358
2023
Q1 		$554K Hold
2,396
– – 0.04% 322
2022
Q4 		$547K Hold
2,396
– – 0.04% 281
2022
Q3 		$478K Buy
2,396
+47
+2% +$9.5K 0.04% 278
2022
Q2 		$426K Hold
2,349
– – 0.04% 283
2022
Q1 		$450K Sell
2,349
-428
-15% -$86.8K 0.04% 315
2021
Q4 		$656K Hold
2,777
– – 0.05% 270
2021
Q3 		$574K Hold
2,777
– – 0.05% 284
2021
Q2 		$611K Buy
2,777
+88
+3% +$19.4K 0.06% 256
2021
Q1 		$562K Sell
2,689
-4
-0.1% -$793 0.06% 273
2020
Q4 		$536K Buy
2,693
+493
+22% +$93.7K 0.07% 250
2020
Q3 		$401K Buy
2,200
+570
+35% +$98.7K 0.06% 282
2020
Q2 		$257K Buy
1,630
+200
+14% +$30.6K 0.04% 352
2020
Q1 		$197K Buy
+1,430
New +$224K 0.04% 346

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

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

Avior Wealth Management increased its IDEX (IEX) stake by 21% in Q2 2026, buying an estimated $93.5K and bringing the position to 2,532 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #478.

Avior Wealth Management first reported a position in IEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $656K in Q4 2021. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Avior Wealth Management held 2,532 shares of IDEX worth $575K as of Q2 2026.
  • Avior Wealth Management bought 442 IDEX shares in Q2 2026, an estimated $93.5K.
  • IDEX made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Avior Wealth Management first reported a position in IDEX in Q1 2020 and has held it in 26 quarters since.
  • Avior Wealth Management's IDEX position peaked at $656K in Q4 2021.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.