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GoalVest Advisory’s IDEX IEX Stock Holding History

GoalVest Advisory’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 		$33.6K Hold
148
– – 0.01% 252
2026
Q1 		$28.1K Hold
148
– – 0.01% 288
2025
Q4 		$26.3K Buy
+148
New +$25.3K 0.01% 308
2025
Q2 		– Sell
-3
Closed -$543 – 440
2025
Q1 		$543 Buy
+3
New +$597 ﹤0.01% 360
2022
Q2 		– Sell
-3
Closed -$1K – 414
2022
Q1 		$1K Buy
+3
New +$609 ﹤0.01% 337

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

GoalVest Advisory's IEX Position: Q2 2026 in Review

GoalVest Advisory held its IDEX (IEX) position steady in Q2 2026 at 148 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #252.

GoalVest Advisory first reported a position in IEX in Q1 2022 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • GoalVest Advisory held 148 shares of IDEX worth $33.6K as of Q2 2026.
  • GoalVest Advisory left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #252 holding.
  • GoalVest Advisory first reported a position in IDEX in Q1 2022 and has held it in 5 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.