Financial Consulate’s IDEX IEX Stock Holding History

Financial Consulate’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	$2.65K	Buy	14 +2	+17%	+$395	﹤0.01%	921
2025 Q4	$2.14K	Buy	12 +3	+33%	+$513	﹤0.01%	875
2025 Q3	$1.47K	Buy	+9	New	+$1.52K	﹤0.01%	825

Other funds holding IEX

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Consulate's IEX Position: Q1 2026 in Review

Financial Consulate increased its IDEX (IEX) stake by 17% in Q1 2026, buying an estimated $395 and bringing the position to 14 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Financial Consulate first reported a position in IEX in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Financial Consulate held 14 shares of IDEX worth $2.65K as of Q1 2026.
Financial Consulate bought 2 IDEX shares in Q1 2026, an estimated $395.
IDEX made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #921 holding.
Financial Consulate first reported a position in IDEX in Q3 2025 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.