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BFC Planning, Inc.’s IDEX IEX Stock Holding History

BFC Planning, Inc.’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 		$3.19K Sell
14
-4
-22% -$846 ﹤0.01% 2852
2026
Q1 		$3.42K Buy
18
+13
+260% +$2.57K ﹤0.01% 2448
2025
Q4 		$893 Hold
5
– – ﹤0.01% 2819
2025
Q3 		$814 Sell
5
-36
-88% -$6.08K ﹤0.01% 2669
2025
Q2 		$7.2K Buy
41
+1
+3% +$177 ﹤0.01% 1936
2025
Q1 		$7.24K Hold
40
– – ﹤0.01% 1898
2024
Q4 		$8.37K Buy
+40
New +$8.75K ﹤0.01% 1834

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 $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 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 $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

BFC Planning, Inc.'s IEX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its IDEX (IEX) stake by 22% in Q2 2026, selling an estimated $846 and leaving 14 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

BFC Planning, Inc. first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.37K in Q4 2024. 696 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • BFC Planning, Inc. held 14 shares of IDEX worth $3.19K as of Q2 2026.
  • BFC Planning, Inc. sold 4 IDEX shares in Q2 2026, an estimated $846.
  • IDEX made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2852 holding.
  • BFC Planning, Inc. first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s IDEX position peaked at $8.37K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.