Curio Wealth’s IDEX IEX Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$379	–	577
2026 Q1	$379	Buy	+2	New	+$395	﹤0.01%	569

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Curio Wealth's IEX Position: Q2 2026 in Review

Curio Wealth sold out of IDEX (IEX) in Q2 2026, closing a stake of 2 shares — an estimated $379 sold.

Curio Wealth first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $379 in Q1 2026. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Curio Wealth reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 IDEX shares in Q2 2026, an estimated $379.
Curio Wealth first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Curio Wealth's IDEX position peaked at $379 in Q1 2026.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.