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Bogart Wealth LLC’s IDEX IEX Stock Holding History

Bogart Wealth LLC’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 		$454 Sell
2
-1
-33% -$212 ﹤0.01% 1825
2026
Q1 		$569 Hold
3
– – ﹤0.01% 1551
2025
Q4 		$534 Buy
+3
New +$513 ﹤0.01% 1450
2025
Q1 		– Sell
-15
Closed -$3.14K – 1467
2024
Q4 		$3.14K Hold
15
– – ﹤0.01% 1005
2024
Q3 		$3.22K Buy
+15
New +$3.02K ﹤0.01% 906

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's IEX Position: Q2 2026 in Review

Bogart Wealth LLC reduced its IDEX (IEX) stake by 33% in Q2 2026, selling an estimated $212 and leaving 2 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Bogart Wealth LLC first reported a position in IEX in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.22K in Q3 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Bogart Wealth LLC held 2 shares of IDEX worth $454 as of Q2 2026.
  • Bogart Wealth LLC sold 1 IDEX share in Q2 2026, an estimated $212.
  • IDEX made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1825 holding.
  • Bogart Wealth LLC first reported a position in IDEX in Q3 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's IDEX position peaked at $3.22K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.