EF
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Empowered Funds’s IDEX IEX Stock Holding History

Empowered Funds’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 		$795K Sell
3,505
-4,913
-58% -$1.04M ﹤0.01% 1522
2026
Q1 		$1.6M Buy
8,418
+4,116
+96% +$813K 0.01% 1220
2025
Q4 		$765K Sell
4,302
-11,952
-74% -$2.04M 0.01% 685
2025
Q3 		$2.65M Buy
16,254
+11,776
+263% +$1.99M 0.03% 777
2025
Q2 		$786K Buy
4,478
+2,832
+172% +$502K 0.01% 1162
2025
Q1 		$298K Buy
1,646
+54
+3% +$10.8K ﹤0.01% 1409
2024
Q4 		$333K Buy
1,592
+297
+23% +$65K ﹤0.01% 1339
2024
Q3 		$278K Buy
1,295
+73
+6% +$14.7K ﹤0.01% 1260
2024
Q2 		$246K Buy
1,222
+101
+9% +$22.1K ﹤0.01% 1252
2024
Q1 		$274K Buy
+1,121
New +$253K ﹤0.01% 1231

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

Empowered Funds's IEX Position: Q2 2026 in Review

Empowered Funds reduced its IDEX (IEX) stake by 58% in Q2 2026, selling an estimated $1.04M and leaving 3,505 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Empowered Funds first reported a position in IEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.65M in Q3 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Empowered Funds held 3,505 shares of IDEX worth $795K as of Q2 2026.
  • Empowered Funds sold 4,913 IDEX shares in Q2 2026, an estimated $1.04M.
  • IDEX made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1522 holding.
  • Empowered Funds first reported a position in IDEX in Q1 2024 and has held it in 10 quarters since.
  • Empowered Funds's IDEX position peaked at $2.65M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.