Basecamp Wealth Advisors’s IDEX IEX Stock Holding History

Basecamp Wealth Advisors’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	$7.04K	Hold	31	–	–	﹤0.01%	1098
2026 Q1	$5.88K	Hold	31	–	–	﹤0.01%	1147
2025 Q4	$5.52K	Buy	+31	New	+$5.3K	﹤0.01%	1128

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Basecamp Wealth Advisors's IEX Position: Q2 2026 in Review

Basecamp Wealth Advisors held its IDEX (IEX) position steady in Q2 2026 at 31 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Basecamp Wealth Advisors first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Basecamp Wealth Advisors held 31 shares of IDEX worth $7.04K as of Q2 2026.
Basecamp Wealth Advisors left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1098 holding.
Basecamp Wealth Advisors first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.