Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s IDEX IEX Stock Holding History

Envestnet Portfolio Solutions’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 		$1.34M Buy
+5,921
New +$1.25M 0.01% 598
2025
Q3 		– Sell
-1,307
Closed -$230K – 1513
2025
Q2 		$230K Sell
1,307
-171
-12% -$30.3K ﹤0.01% 1450
2025
Q1 		$268K Sell
1,478
-2,184
-60% -$435K ﹤0.01% 1350
2024
Q4 		$766K Buy
3,662
+121
+3% +$26.5K ﹤0.01% 1043
2024
Q3 		$760K Sell
3,541
-639
-15% -$129K ﹤0.01% 1007
2024
Q2 		$841K Sell
4,180
-1,598
-28% -$349K ﹤0.01% 918
2024
Q1 		$1.41M Sell
5,778
-116
-2% -$26.2K 0.01% 736
2023
Q4 		$1.28M Sell
5,894
-5,146
-47% -$1.04M 0.01% 723
2023
Q3 		$2.3M Buy
+11,040
New +$2.4M 0.01% 513

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's IEX Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in IDEX (IEX) in Q2 2026: 5,921 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in IEX as recently as Q2 2025.

Envestnet Portfolio Solutions first reported a position in IEX in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.3M in Q3 2023. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,921 shares of IDEX worth $1.34M as of Q2 2026.
  • IDEX was a new Envestnet Portfolio Solutions position in Q2 2026.
  • IDEX made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #598 holding.
  • Envestnet Portfolio Solutions first reported a position in IDEX in Q3 2023 and has held it in 9 quarters since.
  • Envestnet Portfolio Solutions's IDEX position peaked at $2.3M in Q3 2023.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.