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HFM Investment Advisors’s IDEX IEX Stock Holding History

HFM Investment 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 		$2.27K Buy
10
+5
+100% +$1.06K ﹤0.01% 401
2026
Q1 		$948 Buy
5
+2
+67% +$395 ﹤0.01% 425
2025
Q4 		$534 Hold
3
– – ﹤0.01% 696
2025
Q3 		$488 Sell
3
-1
-25% -$169 ﹤0.01% 670
2025
Q2 		$702 Buy
4
+3
+300% +$532 ﹤0.01% 512
2025
Q1 		$181 Buy
+1
New +$199 ﹤0.01% 662

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

HFM Investment Advisors's IEX Position: Q2 2026 in Review

HFM Investment Advisors increased its IDEX (IEX) stake by 100% in Q2 2026, buying an estimated $1.06K and bringing the position to 10 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

HFM Investment Advisors first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • HFM Investment Advisors held 10 shares of IDEX worth $2.27K as of Q2 2026.
  • HFM Investment Advisors bought 5 IDEX shares in Q2 2026, an estimated $1.06K.
  • IDEX made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #401 holding.
  • HFM Investment Advisors first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.