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COMPASS FINANCIAL MANAGEMENT LLC’s IDEX IEX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$227 Buy
+1
New +$212 ﹤0.01% 1476

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IEX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in IDEX (IEX) in Q2 2026: 1 share worth $227. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

440 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1 share of IDEX worth $227 as of Q2 2026.
  • IDEX was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • IDEX made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1476 holding.
  • 440 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.