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Chicago Partners Investment Group’s IDEX IEX Stock Holding History

Chicago Partners Investment Group’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 		$724K Buy
3,259
+568
+21% +$120K 0.01% 801
2026
Q1 		$548K Buy
2,691
+860
+47% +$170K 0.01% 832
2025
Q4 		$358K Buy
1,831
+162
+10% +$27.7K 0.01% 941
2025
Q3 		$279K Buy
1,669
+231
+16% +$39K 0.01% 992
2025
Q2 		$265K Buy
+1,438
New +$255K 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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's IEX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its IDEX (IEX) stake by 21% in Q2 2026, buying an estimated $120K and bringing the position to 3,259 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #801.

Chicago Partners Investment Group first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Chicago Partners Investment Group held 3,259 shares of IDEX worth $724K as of Q2 2026.
  • Chicago Partners Investment Group bought 568 IDEX shares in Q2 2026, an estimated $120K.
  • IDEX made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #801 holding.
  • Chicago Partners Investment Group first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.