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Financial Management Professionals’s IDEX IEX Stock Holding History

Financial Management Professionals’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 		$5.67K Buy
25
+2
+9% +$423 ﹤0.01% 669
2026
Q1 		$4.36K Buy
23
+7
+44% +$1.38K ﹤0.01% 637
2025
Q4 		$2.85K Buy
+16
New +$2.73K ﹤0.01% 677
2023
Q4 		– Sell
-5
Closed -$1K – 983
2023
Q3 		$1K Hold
5
– – ﹤0.01% 797
2023
Q2 		$1K Hold
5
– – ﹤0.01% 832
2023
Q1 		$1K Buy
+5
New +$1.14K ﹤0.01% 895

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

Financial Management Professionals's IEX Position: Q2 2026 in Review

Financial Management Professionals increased its IDEX (IEX) stake by 8.7% in Q2 2026, buying an estimated $423 and bringing the position to 25 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Financial Management Professionals first reported a position in IEX in Q1 2023 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Financial Management Professionals held 25 shares of IDEX worth $5.67K as of Q2 2026.
  • Financial Management Professionals bought 2 IDEX shares in Q2 2026, an estimated $423.
  • IDEX made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #669 holding.
  • Financial Management Professionals first reported a position in IDEX in Q1 2023 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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