Balance Wealth
IEX icon

Balance Wealth’s IDEX IEX Stock Holding History

Balance 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
Q3 		$1.13K Buy
+5
New +$1.14K ﹤0.01% 821

Other funds holding IEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Balance Wealth's IEX Position: Q3 2026 in Review

Balance Wealth opened a new position in IDEX (IEX) in Q3 2026: 5 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings.

590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Balance Wealth held 5 shares of IDEX worth $1.13K as of Q3 2026.
  • IDEX was a new Balance Wealth position in Q3 2026.
  • IDEX made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #821 holding.
  • 590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.