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First Pacific Financial’s IDEX IEX Stock Holding History

First Pacific Financial’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 		$380 Buy
+2
New +$395 ﹤0.01% 611
2024
Q3 		– Sell
-2,682
Closed -$540K – 399
2024
Q2 		$540K Sell
2,682
-171
-6% -$37.4K 0.14% 92
2024
Q1 		$696K Buy
2,853
+37
+1% +$8.36K 0.19% 80
2023
Q4 		$611K Sell
2,816
-39
-1% -$7.87K 0.19% 84
2023
Q3 		$594K Sell
2,855
-98
-3% -$21.3K 0.26% 75
2023
Q2 		$636K Buy
2,953
+28
+1% +$5.89K 0.27% 78
2023
Q1 		$676K Sell
2,925
-78
-3% -$17.7K 0.31% 71
2022
Q4 		$686K Buy
3,003
+42
+1% +$9.39K 0.34% 76
2022
Q3 		$592K Buy
2,961
+131
+5% +$26.5K 0.34% 78
2022
Q2 		$514K Buy
2,830
+51
+2% +$9.61K 0.24% 83
2022
Q1 		$533K Buy
2,779
+107
+4% +$21.7K 0.27% 77
2021
Q4 		$631K Buy
2,672
+19
+0.7% +$4.32K 0.3% 75
2021
Q3 		$549K Buy
2,653
+108
+4% +$24K 0.29% 75
2021
Q2 		$560K Buy
2,545
+199
+8% +$44K 0.31% 70
2021
Q1 		$491K Buy
2,346
+313
+15% +$62.1K 0.31% 71
2020
Q4 		$405K Buy
+2,033
New +$387K 0.25% 74

Other funds holding IEX

BlackRock
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Pacific Financial's IEX Position: Q1 2026 in Review

First Pacific Financial opened a new position in IDEX (IEX) in Q1 2026: 2 shares worth $380. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: First Pacific Financial previously reported a position in IEX as recently as Q2 2024.

First Pacific Financial first reported a position in IEX in Q4 2020 and has held it in 16 quarters since. The position peaked at $696K in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • First Pacific Financial held 2 shares of IDEX worth $380 as of Q1 2026.
  • IDEX was a new First Pacific Financial position in Q1 2026.
  • IDEX made up ﹤0.01% of First Pacific Financial's portfolio in Q1 2026, its #611 holding.
  • First Pacific Financial first reported a position in IDEX in Q4 2020 and has held it in 16 quarters since.
  • First Pacific Financial's IDEX position peaked at $696K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.