Everhart Financial Group’s IDEX IEX Stock Holding History

Everhart Financial Group’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	$283K	Buy	1,249 +74	+6%	+$15.7K	0.02%	386
2026 Q1	$223K	Buy	+1,175	New	+$232K	0.02%	426

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

Everhart Financial Group's IEX Position: Q2 2026 in Review

Everhart Financial Group increased its IDEX (IEX) stake by 6.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,249 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #386.

Everhart Financial Group first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Everhart Financial Group held 1,249 shares of IDEX worth $283K as of Q2 2026.
Everhart Financial Group bought 74 IDEX shares in Q2 2026, an estimated $15.7K.
IDEX made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #386 holding.
Everhart Financial Group first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.