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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
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

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

Frazier Financial Advisors's IEX Position: Q2 2026 in Review

Frazier Financial Advisors held its IDEX (IEX) position steady in Q2 2026 at 59 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #358.

Frazier Financial Advisors first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4K in Q1 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Frazier Financial Advisors held 59 shares of IDEX worth $13.4K as of Q2 2026.
  • Frazier Financial Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #358 holding.
  • Frazier Financial Advisors first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's IDEX position peaked at $14.4K in Q1 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.