Evolve Private Wealth’s IDEX IEX Stock Holding History

Evolve Private Wealth’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	–	Sell	-2,125	Closed	-$403K	–	1111
2026 Q1	$403K	Buy	2,125 +58	+3%	+$11.4K	0.02%	671
2025 Q4	$368K	Buy	+2,067	New	+$353K	0.02%	653

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

Evolve Private Wealth's IEX Position: Q2 2026 in Review

Evolve Private Wealth sold out of IDEX (IEX) in Q2 2026, closing a stake of 2,125 shares — an estimated $403K sold.

Evolve Private Wealth first reported a position in IEX in Q4 2025 and held it in 2 quarters. The position peaked at $403K in Q1 2026. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Evolve Private Wealth reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,125 IDEX shares in Q2 2026, an estimated $403K.
Evolve Private Wealth first reported a position in IDEX in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's IDEX position peaked at $403K in Q1 2026.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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