Empirical Wealth Management
IEX icon

Empirical Wealth Management’s IDEX IEX Stock Holding History

Empirical Wealth Management’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
Q3 		$667K Buy
2,927
+754
+35% +$172K 0.01% 645
2026
Q2 		$493K Buy
2,173
+914
+73% +$193K 0.01% 685
2026
Q1 		$239K Buy
+1,259
New +$249K ﹤0.01% 886

Other funds holding IEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Empirical Wealth Management's IEX Position: Q3 2026 in Review

Empirical Wealth Management increased its IDEX (IEX) stake by 35% in Q3 2026, buying an estimated $172K and bringing the position to 2,927 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #645.

Empirical Wealth Management first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Empirical Wealth Management held 2,927 shares of IDEX worth $667K as of Q3 2026.
  • Empirical Wealth Management bought 754 IDEX shares in Q3 2026, an estimated $172K.
  • IDEX made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #645 holding.
  • Empirical Wealth Management first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.