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Dynamic Wealth Strategies’s IDEX IEX Stock Holding History

Dynamic Wealth Strategies’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 		$128K Sell
565
-62
-10% -$13.1K 0.07% 108
2026
Q1 		$119K Sell
627
-7
-1% -$1.38K 0.07% 108
2025
Q4 		$113K Buy
634
+39
+7% +$6.66K 0.07% 109
2025
Q3 		$96.8K Buy
+595
New +$100K 0.06% 111

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

Dynamic Wealth Strategies's IEX Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its IDEX (IEX) stake by 9.9% in Q2 2026, selling an estimated $13.1K and leaving 565 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #108.

Dynamic Wealth Strategies first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Dynamic Wealth Strategies held 565 shares of IDEX worth $128K as of Q2 2026.
  • Dynamic Wealth Strategies sold 62 IDEX shares in Q2 2026, an estimated $13.1K.
  • IDEX made up 0.07% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #108 holding.
  • Dynamic Wealth Strategies first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.