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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dynamic Wealth Strategies's IEX Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its IDEX (IEX) stake by 1.1% in Q1 2026, selling an estimated $1.38K and leaving 627 shares worth $119K. 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 3 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Dynamic Wealth Strategies held 627 shares of IDEX worth $119K as of Q1 2026.
  • Dynamic Wealth Strategies sold 7 IDEX shares in Q1 2026, an estimated $1.38K.
  • IDEX made up 0.07% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #108 holding.
  • Dynamic Wealth Strategies first reported a position in IDEX in Q3 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.