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DiNuzzo Private Wealth’s IDEX IEX Stock Holding History

DiNuzzo Private 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 		$2.72K Buy
12
+1
+9% +$212 ﹤0.01% 571
2026
Q1 		$2.09K Sell
11
-1
-8% -$197 ﹤0.01% 630
2025
Q4 		$2.14K Buy
12
+3
+33% +$513 ﹤0.01% 622
2025
Q3 		$1.48K Sell
9
-2
-18% -$338 ﹤0.01% 757
2025
Q2 		$1.93K Buy
11
+2
+22% +$355 ﹤0.01% 626
2025
Q1 		$1.63K Sell
9
-3
-25% -$597 ﹤0.01% 660
2024
Q4 		$2.51K Hold
12
– – ﹤0.01% 514
2024
Q3 		$2.57K Buy
12
+1
+9% +$202 ﹤0.01% 526
2024
Q2 		$2.21K Buy
11
+2
+22% +$437 ﹤0.01% 490
2024
Q1 		$2.2K Sell
9
-1
-10% -$226 ﹤0.01% 442
2023
Q4 		$2.17K Buy
+10
New +$2.02K ﹤0.01% 409

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

DiNuzzo Private Wealth's IEX Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its IDEX (IEX) stake by 9.1% in Q2 2026, buying an estimated $212 and bringing the position to 12 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

DiNuzzo Private Wealth first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • DiNuzzo Private Wealth held 12 shares of IDEX worth $2.72K as of Q2 2026.
  • DiNuzzo Private Wealth bought 1 IDEX share in Q2 2026, an estimated $212.
  • IDEX made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #571 holding.
  • DiNuzzo Private Wealth first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.