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Benjamin Edwards Inc’s IDEX IEX Stock Holding History

Benjamin Edwards Inc’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 		$321K Buy
+1,414
New +$299K ﹤0.01% 1207
2025
Q3 		– Sell
-1,403
Closed -$246K – 1318
2025
Q2 		$246K Buy
1,403
+123
+10% +$21.8K ﹤0.01% 1055
2025
Q1 		$232K Buy
1,280
+17
+1% +$3.38K ﹤0.01% 1007
2024
Q4 		$264K Buy
1,263
+13
+1% +$2.85K ﹤0.01% 1008
2024
Q3 		$268K Buy
+1,250
New +$252K ﹤0.01% 986

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

Benjamin Edwards Inc's IEX Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in IDEX (IEX) in Q2 2026: 1,414 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in IEX as recently as Q2 2025.

Benjamin Edwards Inc first reported a position in IEX in Q3 2024 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Benjamin Edwards Inc held 1,414 shares of IDEX worth $321K as of Q2 2026.
  • IDEX was a new Benjamin Edwards Inc position in Q2 2026.
  • IDEX made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1207 holding.
  • Benjamin Edwards Inc first reported a position in IDEX in Q3 2024 and has held it in 5 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.