Frazier Financial Advisors
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Frazier Financial Advisors’s IDEX IEX Stock Holding History

Frazier Financial Advisors’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
Q3 		$13.5K Hold
59
– – 0.01% 367
2026
Q2 		$13.4K Hold
59
– – 0.01% 358
2026
Q1 		$11.2K Hold
59
– – 0.01% 395
2025
Q4 		$10.5K Hold
59
– – 0.01% 350
2025
Q3 		$9.6K Hold
59
– – 0.01% 357
2025
Q2 		$10.4K Hold
59
– – 0.01% 351
2025
Q1 		$10.7K Hold
59
– – 0.01% 322
2024
Q4 		$12.3K Hold
59
– – 0.01% 304
2024
Q3 		$12.7K Hold
59
– – 0.01% 323
2024
Q2 		$11.9K Hold
59
– – 0.01% 404
2024
Q1 		$14.4K Hold
59
– – 0.01% 327
2023
Q4 		$12.8K Buy
+59
New +$11.9K 0.01% 298

Other funds holding IEX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Frazier Financial Advisors's IEX Position: Q3 2026 in Review

Frazier Financial Advisors held its IDEX (IEX) position steady in Q3 2026 at 59 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #367.

Frazier Financial Advisors first reported a position in IEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.4K in Q1 2024. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Frazier Financial Advisors held 59 shares of IDEX worth $13.5K as of Q3 2026.
  • Frazier Financial Advisors left its IDEX share count unchanged in Q3 2026.
  • IDEX made up 0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #367 holding.
  • Frazier Financial Advisors first reported a position in IDEX in Q4 2023 and has held it in 12 quarters since.
  • Frazier Financial Advisors's IDEX position peaked at $14.4K in Q1 2024.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.