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
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 $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

Focus Partners Wealth's IEX Position: Q1 2026 in Review

Focus Partners Wealth increased its IDEX (IEX) stake by 54% in Q1 2026, buying an estimated $714K and bringing the position to 10,369 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Focus Partners Wealth first reported a position in IEX in Q4 2023 and has held it in 10 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Focus Partners Wealth held 10,369 shares of IDEX worth $2.07M as of Q1 2026.
  • Focus Partners Wealth bought 3,616 IDEX shares in Q1 2026, an estimated $714K.
  • IDEX made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1295 holding.
  • Focus Partners Wealth first reported a position in IDEX in Q4 2023 and has held it in 10 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.