Caerus Investment Advisors’s IDEX IEX Stock Holding History

Caerus Investment 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	$302K	Hold	1,332	–	–	0.1%	206
2026 Q1	$252K	Buy	1,332 +1	+0.1%	+$197	0.11%	197
2025 Q4	$237K	Buy	+1,331	New	+$227K	0.08%	276

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

Caerus Investment Advisors's IEX Position: Q2 2026 in Review

Caerus Investment Advisors held its IDEX (IEX) position steady in Q2 2026 at 1,332 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #206.

Caerus Investment Advisors first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Caerus Investment Advisors held 1,332 shares of IDEX worth $302K as of Q2 2026.
Caerus Investment Advisors left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #206 holding.
Caerus Investment Advisors first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
689 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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