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Cherry Tree Wealth Management’s IDEX IEX Stock Holding History

Cherry Tree Wealth Management’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 		$6.63K Hold
35
– – ﹤0.01% 461
2025
Q4 		$6.23K Hold
35
– – ﹤0.01% 470
2025
Q3 		$5.7K Hold
35
– – ﹤0.01% 461
2025
Q2 		$6.14K Hold
35
– – ﹤0.01% 458
2025
Q1 		$6.33K Hold
35
– – ﹤0.01% 497
2024
Q4 		$7.33K Hold
35
– – ﹤0.01% 446
2024
Q3 		$7.51K Hold
35
– – ﹤0.01% 451
2024
Q2 		$7.04K Hold
35
– – ﹤0.01% 434
2024
Q1 		$8.54K Hold
35
– – ﹤0.01% 393
2023
Q4 		$7.6K Hold
35
– – ﹤0.01% 390
2023
Q3 		$7.28K Sell
35
-2
-5% -$434 ﹤0.01% 366
2023
Q2 		$7.86K Buy
+37
New +$7.78K ﹤0.01% 359

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's IEX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its IDEX (IEX) position steady in Q1 2026 at 35 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Cherry Tree Wealth Management first reported a position in IEX in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.54K in Q1 2024. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Cherry Tree Wealth Management held 35 shares of IDEX worth $6.63K as of Q1 2026.
  • Cherry Tree Wealth Management left its IDEX share count unchanged in Q1 2026.
  • IDEX made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #461 holding.
  • Cherry Tree Wealth Management first reported a position in IDEX in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's IDEX position peaked at $8.54K in Q1 2024.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.