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Bay Harbor Wealth Management’s IDEX IEX Stock Holding History

Bay Harbor 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 		$3.4K Buy
15
+3
+25% +$635 ﹤0.01% 516
2026
Q1 		$2.27K Buy
12
+5
+71% +$987 ﹤0.01% 536
2025
Q4 		$1.25K Buy
7
+3
+75% +$513 ﹤0.01% 578
2025
Q3 		$651 Hold
4
– – ﹤0.01% 632
2025
Q2 		$702 Buy
4
+2
+100% +$355 ﹤0.01% 540
2025
Q1 		$361 Buy
+2
New +$398 ﹤0.01% 507

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

Bay Harbor Wealth Management's IEX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its IDEX (IEX) stake by 25% in Q2 2026, buying an estimated $635 and bringing the position to 15 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Bay Harbor Wealth Management first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of IDEX worth $3.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 IDEX shares in Q2 2026, an estimated $635.
  • IDEX made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #516 holding.
  • Bay Harbor Wealth Management first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.