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BOK Financial Private Wealth’s IDEX IEX Stock Holding History

BOK Financial Private 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
Q2 		$1.14K Buy
+5
New +$1.06K ﹤0.01% 688
2025
Q1 		– Sell
-3
Closed -$628 – 570
2024
Q4 		$628 Buy
+3
New +$657 ﹤0.01% 561

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

BOK Financial Private Wealth's IEX Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in IDEX (IEX) in Q2 2026: 5 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in IEX as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in IEX in Q4 2024 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • BOK Financial Private Wealth held 5 shares of IDEX worth $1.14K as of Q2 2026.
  • IDEX was a new BOK Financial Private Wealth position in Q2 2026.
  • IDEX made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #688 holding.
  • BOK Financial Private Wealth first reported a position in IDEX in Q4 2024 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.