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Dunhill Financial’s IDEX IEX Stock Holding History

Dunhill Financial’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 		$785 Hold
3
– – ﹤0.01% 1051
2026
Q1 		$746 Sell
3
-1
-25% -$197 ﹤0.01% 1030
2025
Q4 		$684 Buy
4
+2
+100% +$342 ﹤0.01% 884
2025
Q3 		$292 Hold
2
– – ﹤0.01% 902
2025
Q2 		$493 Sell
2
-17
-89% -$3.01K ﹤0.01% 862
2025
Q1 		$3.49K Sell
19
-2
-10% -$398 ﹤0.01% 644
2024
Q4 		$4.38K Sell
21
-70
-77% -$15.3K ﹤0.01% 576
2024
Q3 		$19.4K Buy
91
+9
+11% +$1.81K 0.01% 279
2024
Q2 		$16.5K Buy
82
+75
+1,071% +$16.4K 0.01% 235
2024
Q1 		$1.62K Buy
7
+1
+17% +$226 ﹤0.01% 543
2023
Q4 		$1.22K Buy
+6
New +$1.21K ﹤0.01% 562

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

Dunhill Financial's IEX Position: Q2 2026 in Review

Dunhill Financial held its IDEX (IEX) position steady in Q2 2026 at 3 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Dunhill Financial first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4K in Q3 2024. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Dunhill Financial held 3 shares of IDEX worth $785 as of Q2 2026.
  • Dunhill Financial left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1051 holding.
  • Dunhill Financial first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's IDEX position peaked at $19.4K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.