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Hantz Financial Services’s IDEX IEX Stock Holding History

Hantz Financial Services’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 		$846K Buy
3,726
+2,044
+122% +$432K 0.01% 562
2026
Q1 		$319K Buy
1,682
+394
+31% +$77.8K ﹤0.01% 820
2025
Q4 		$229K Buy
1,288
+292
+29% +$49.9K ﹤0.01% 819
2025
Q3 		$162K Buy
996
+635
+176% +$107K ﹤0.01% 814
2025
Q2 		$63K Sell
361
-41
-10% -$7.27K ﹤0.01% 885
2025
Q1 		$73K Sell
402
-83
-17% -$16.5K ﹤0.01% 650
2024
Q4 		$101K Sell
485
-49
-9% -$10.7K ﹤0.01% 611
2024
Q3 		$115K Hold
534
– – ﹤0.01% 603
2024
Q2 		$107K Sell
534
-171
-24% -$37.4K ﹤0.01% 608
2024
Q1 		$172K Sell
705
-65
-8% -$14.7K ﹤0.01% 574
2023
Q4 		$167K Sell
770
-54,831
-99% -$11.1M ﹤0.01% 569
2023
Q3 		$11.6M Buy
55,601
+1,087
+2% +$236K 0.29% 98
2023
Q2 		$11.7M Buy
54,514
+547
+1% +$115K 0.29% 100
2023
Q1 		$12.5M Buy
53,967
+2,181
+4% +$495K 0.34% 78
2022
Q4 		$11.8M Buy
51,786
+2,713
+6% +$606K 0.36% 77
2022
Q3 		$9.81M Buy
49,073
+112
+0.2% +$22.6K 0.34% 87
2022
Q2 		$8.89M Buy
48,961
+742
+2% +$140K 0.3% 102
2022
Q1 		$9.24M Buy
48,219
+3,457
+8% +$701K 0.27% 110
2021
Q4 		$10.6M Buy
44,762
+2,973
+7% +$675K 0.3% 96
2021
Q3 		$8.65M Buy
41,789
+5,655
+16% +$1.26M 0.28% 98
2021
Q2 		$7.95M Buy
36,134
+1,467
+4% +$324K 0.29% 95
2021
Q1 		$7.26M Buy
34,667
+1,257
+4% +$249K 0.3% 93
2020
Q4 		$6.66M Buy
33,410
+1,105
+3% +$210K 0.3% 100
2020
Q3 		$5.89M Buy
32,305
+1,022
+3% +$177K 0.3% 91
2020
Q2 		$4.94M Buy
31,283
+632
+2% +$96.6K 0.28% 114
2020
Q1 		$4.23M Buy
+30,651
New +$4.81M 0.29% 106

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

Hantz Financial Services's IEX Position: Q2 2026 in Review

Hantz Financial Services increased its IDEX (IEX) stake by 122% in Q2 2026, buying an estimated $432K and bringing the position to 3,726 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #562.

Hantz Financial Services first reported a position in IEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.5M in Q1 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Hantz Financial Services held 3,726 shares of IDEX worth $846K as of Q2 2026.
  • Hantz Financial Services bought 2,044 IDEX shares in Q2 2026, an estimated $432K.
  • IDEX made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #562 holding.
  • Hantz Financial Services first reported a position in IDEX in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's IDEX position peaked at $12.5M in Q1 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.