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Cornerstone Planning Group’s IDEX IEX Stock Holding History

Cornerstone Planning 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 		$2.23K Hold
10
– – ﹤0.01% 1301
2026
Q1 		$2.16K Buy
10
+9
+900% +$1.78K ﹤0.01% 1286
2025
Q4 		$196 Sell
1
-5
-83% -$854 ﹤0.01% 1635
2025
Q3 		$1.02K Hold
6
– – ﹤0.01% 1303
2025
Q2 		$971 Sell
6
-2
-25% -$355 ﹤0.01% 1120
2025
Q1 		$1.34K Buy
8
+1
+14% +$199 ﹤0.01% 1072
2024
Q4 		$1.55K Buy
+7
New +$1.53K ﹤0.01% 856
2023
Q3 		– Sell
-4
Closed -$861 – 1254
2023
Q2 		$861 Buy
+4
New +$841 ﹤0.01% 1389

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

Cornerstone Planning Group's IEX Position: Q2 2026 in Review

Cornerstone Planning Group held its IDEX (IEX) position steady in Q2 2026 at 10 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Cornerstone Planning Group first reported a position in IEX in Q2 2023 and has held it in 8 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Cornerstone Planning Group held 10 shares of IDEX worth $2.23K as of Q2 2026.
  • Cornerstone Planning Group left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1301 holding.
  • Cornerstone Planning Group first reported a position in IDEX in Q2 2023 and has held it in 8 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.