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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
Q2 		$14.5K Buy
64
+62
+3,100% +$13.1K ﹤0.01% 353
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 $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

First Pacific Financial's IEX Position: Q2 2026 in Review

First Pacific Financial increased its IDEX (IEX) stake by 3,100% in Q2 2026, buying an estimated $13.1K and bringing the position to 64 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

First Pacific Financial first reported a position in IEX in Q4 2020 and has held it in 17 quarters since. The position peaked at $696K in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • First Pacific Financial held 64 shares of IDEX worth $14.5K as of Q2 2026.
  • First Pacific Financial bought 62 IDEX shares in Q2 2026, an estimated $13.1K.
  • IDEX made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #353 holding.
  • First Pacific Financial first reported a position in IDEX in Q4 2020 and has held it in 17 quarters since.
  • First Pacific Financial's IDEX position peaked at $696K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.