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EP Wealth Advisors’s IDEX IEX Stock Holding History

EP Wealth Advisors’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 		$284K Buy
1,496
+318
+27% +$62.8K ﹤0.01% 1202
2025
Q4 		$210K Buy
+1,178
New +$201K ﹤0.01% 1366
2022
Q3 		– Sell
-1,112
Closed -$202K – 462
2022
Q2 		$202K Buy
+1,112
New +$210K ﹤0.01% 569

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

EP Wealth Advisors's IEX Position: Q1 2026 in Review

EP Wealth Advisors increased its IDEX (IEX) stake by 27% in Q1 2026, buying an estimated $62.8K and bringing the position to 1,496 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

EP Wealth Advisors first reported a position in IEX in Q2 2022 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • EP Wealth Advisors held 1,496 shares of IDEX worth $284K as of Q1 2026.
  • EP Wealth Advisors bought 318 IDEX shares in Q1 2026, an estimated $62.8K.
  • IDEX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1202 holding.
  • EP Wealth Advisors first reported a position in IDEX in Q2 2022 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.