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HB Wealth Management’s IDEX IEX Stock Holding History

HB Wealth Management’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 		$578K Buy
2,545
+132
+5% +$27.9K ﹤0.01% 1027
2026
Q1 		$457K Buy
2,413
+105
+5% +$20.7K ﹤0.01% 1018
2025
Q4 		$411K Buy
2,308
+809
+54% +$138K ﹤0.01% 982
2025
Q3 		$244K Buy
1,499
+326
+28% +$55.1K ﹤0.01% 1180
2025
Q2 		$206K Buy
+1,173
New +$208K ﹤0.01% 1092
2025
Q1 		– Sell
-1,157
Closed -$242K – 1249
2024
Q4 		$242K Buy
1,157
+217
+23% +$47.5K ﹤0.01% 901
2024
Q3 		$202K Buy
+940
New +$189K ﹤0.01% 894
2023
Q4 		– Sell
-1,218
Closed -$253K – 807
2023
Q3 		$253K Buy
+1,218
New +$264K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

HB Wealth Management's IEX Position: Q2 2026 in Review

HB Wealth Management increased its IDEX (IEX) stake by 5.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 2,545 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

HB Wealth Management first reported a position in IEX in Q3 2023 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • HB Wealth Management held 2,545 shares of IDEX worth $578K as of Q2 2026.
  • HB Wealth Management bought 132 IDEX shares in Q2 2026, an estimated $27.9K.
  • IDEX made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1027 holding.
  • HB Wealth Management first reported a position in IDEX in Q3 2023 and has held it in 8 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.