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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
Q2 		$542K Buy
2,389
+893
+60% +$189K ﹤0.01% 993
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 $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

EP Wealth Advisors's IEX Position: Q2 2026 in Review

EP Wealth Advisors increased its IDEX (IEX) stake by 60% in Q2 2026, buying an estimated $189K and bringing the position to 2,389 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

EP Wealth Advisors first reported a position in IEX in Q2 2022 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • EP Wealth Advisors held 2,389 shares of IDEX worth $542K as of Q2 2026.
  • EP Wealth Advisors bought 893 IDEX shares in Q2 2026, an estimated $189K.
  • IDEX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #993 holding.
  • EP Wealth Advisors first reported a position in IDEX in Q2 2022 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.