CVA Family Office’s IDEX IEX Stock Holding History

CVA Family Office’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	$20K	Buy	88 +10	+13%	+$2.12K	﹤0.01%	813
2026 Q1	$14.8K	Buy	78 +75	+2,500%	+$14.8K	﹤0.01%	885
2025 Q4	$534	Buy	+3	New	+$513	﹤0.01%	1206
2025 Q3	–	Sell	-47	Closed	-$8.25K	–	1322
2025 Q2	$8.25K	Buy	47 +40	+571%	+$7.09K	﹤0.01%	832
2025 Q1	$1.27K	Sell	7 -22	-76%	-$4.38K	﹤0.01%	1065
2024 Q4	$6.07K	Buy	29 +14	+93%	+$3.06K	﹤0.01%	856
2024 Q3	$3.22K	Sell	15 -2	-12%	-$403	﹤0.01%	911
2024 Q2	$3.42K	Buy	17 +2	+13%	+$437	﹤0.01%	880
2024 Q1	$3.66K	Hold	15	–	–	﹤0.01%	869
2023 Q4	$3.26K	Buy	+15	New	+$3.03K	﹤0.01%	856
2023 Q3	–	Sell	-121	Closed	-$26K	–	570
2023 Q2	$26K	Buy	121 +5	+4%	+$1.05K	0.01%	567
2023 Q1	$26.8K	Hold	116	–	–	0.01%	539
2022 Q4	$26.5K	Hold	116	–	–	0.01%	516
2022 Q3	$23K	Hold	116	–	–	0.01%	500
2022 Q2	$21K	Buy	116 +10	+9%	+$1.88K	0.01%	530
2022 Q1	$20K	Sell	106 -10	-9%	-$2.03K	﹤0.01%	560
2021 Q4	$27K	Buy	+116	New	+$26.3K	0.01%	474
2021 Q3	–	Sell	-101	Closed	-$22K	–	593
2021 Q2	$22K	Buy	+101	New	+$22.3K	0.01%	513

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

CVA Family Office's IEX Position: Q2 2026 in Review

CVA Family Office increased its IDEX (IEX) stake by 13% in Q2 2026, buying an estimated $2.12K and bringing the position to 88 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

CVA Family Office first reported a position in IEX in Q2 2021 and has held it in 18 quarters since. The position peaked at $27K in Q4 2021. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

CVA Family Office held 88 shares of IDEX worth $20K as of Q2 2026.
CVA Family Office bought 10 IDEX shares in Q2 2026, an estimated $2.12K.
IDEX made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #813 holding.
CVA Family Office first reported a position in IDEX in Q2 2021 and has held it in 18 quarters since.
CVA Family Office's IDEX position peaked at $27K in Q4 2021.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.