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Clark Wealth Partners’s IDEX IEX Stock Holding History

Clark Wealth Partners’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 		$908 Hold
4
– – ﹤0.01% 495
2026
Q1 		$759 Hold
4
– – ﹤0.01% 547
2025
Q4 		$712 Hold
4
– – ﹤0.01% 512
2025
Q3 		$712 Buy
+4
New +$676 ﹤0.01% 512
2025
Q2 		– Sell
-4
Closed -$724 – 582
2025
Q1 		$724 Buy
+4
New +$796 ﹤0.01% 471

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's IEX Position: Q2 2026 in Review

Clark Wealth Partners held its IDEX (IEX) position steady in Q2 2026 at 4 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Clark Wealth Partners first reported a position in IEX in Q1 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Clark Wealth Partners held 4 shares of IDEX worth $908 as of Q2 2026.
  • Clark Wealth Partners left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Clark Wealth Partners first reported a position in IDEX in Q1 2025 and has held it in 5 quarters since.
  • 643 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.