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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caerus Investment Advisors's IEX Position: Q1 2026 in Review

Caerus Investment Advisors increased its IDEX (IEX) stake by 0.08% in Q1 2026, buying an estimated $197 and bringing the position to 1,332 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #197.

Caerus Investment Advisors first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Caerus Investment Advisors held 1,332 shares of IDEX worth $252K as of Q1 2026.
  • Caerus Investment Advisors bought 1 IDEX share in Q1 2026, an estimated $197.
  • IDEX made up 0.11% of Caerus Investment Advisors's portfolio in Q1 2026, its #197 holding.
  • Caerus Investment Advisors first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.