Focus Partners Wealth
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Focus Partners Wealth’s IDEX IEX Stock Holding History

Focus Partners 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 		$3.13M Buy
13,791
+3,422
+33% +$724K ﹤0.01% 1158
2026
Q1 		$2.07M Buy
10,369
+3,616
+54% +$714K ﹤0.01% 1295
2025
Q4 		$1.2M Buy
6,753
+507
+8% +$86.6K ﹤0.01% 1556
2025
Q3 		$1.02M Sell
6,246
-749
-11% -$127K ﹤0.01% 1277
2025
Q2 		$1.23M Sell
6,995
-325
-4% -$57.6K ﹤0.01% 1058
2025
Q1 		$1.32M Sell
7,320
-1,174
-14% -$234K ﹤0.01% 973
2024
Q4 		$1.78M Buy
8,494
+212
+3% +$46.4K ﹤0.01% 863
2024
Q3 		$1.78M Buy
8,282
+188
+2% +$37.9K 0.01% 793
2024
Q2 		$1.63M Sell
8,094
-223
-3% -$48.7K 0.01% 694
2024
Q1 		$2.03M Buy
8,317
+1,375
+20% +$311K 0.02% 479
2023
Q4 		$1.51M Buy
+6,942
New +$1.4M 0.02% 390

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

Focus Partners Wealth's IEX Position: Q2 2026 in Review

Focus Partners Wealth increased its IDEX (IEX) stake by 33% in Q2 2026, buying an estimated $724K and bringing the position to 13,791 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Focus Partners Wealth first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Focus Partners Wealth held 13,791 shares of IDEX worth $3.13M as of Q2 2026.
  • Focus Partners Wealth bought 3,422 IDEX shares in Q2 2026, an estimated $724K.
  • IDEX made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1158 holding.
  • Focus Partners Wealth first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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