Essential Partners’s IDEX IEX Stock Holding History

Essential Partners’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	$92.4K	Hold	407	–	–	0.04%	442
2026 Q1	$77.1K	Hold	407	–	–	0.03%	484
2025 Q4	$72.4K	Buy	407 +233	+134%	+$39.8K	0.02%	520
2025 Q3	$28.3K	Buy	174 +120	+222%	+$20.3K	0.01%	777
2025 Q2	$9.48K	Buy	+54	New	+$9.57K	﹤0.01%	866

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Essential Partners's IEX Position: Q2 2026 in Review

Essential Partners held its IDEX (IEX) position steady in Q2 2026 at 407 shares worth $92.4K. The position accounts for 0.04% of the portfolio, ranked #442.

Essential Partners first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Essential Partners held 407 shares of IDEX worth $92.4K as of Q2 2026.
Essential Partners left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.04% of Essential Partners's portfolio in Q2 2026, its #442 holding.
Essential Partners first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.