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Elevation Wealth Partners’s IDEX IEX Stock Holding History

Elevation Wealth Partners’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 		$23.4K Buy
103
+89
+636% +$18.8K 0.01% 532
2026
Q1 		$2.65K Buy
+14
New +$2.76K ﹤0.01% 859

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

Elevation Wealth Partners's IEX Position: Q2 2026 in Review

Elevation Wealth Partners increased its IDEX (IEX) stake by 636% in Q2 2026, buying an estimated $18.8K and bringing the position to 103 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #532.

Elevation Wealth Partners first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Elevation Wealth Partners held 103 shares of IDEX worth $23.4K as of Q2 2026.
  • Elevation Wealth Partners bought 89 IDEX shares in Q2 2026, an estimated $18.8K.
  • IDEX made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #532 holding.
  • Elevation Wealth Partners first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.