Hollencrest Capital Management’s IDEX IEX Stock Holding History

Hollencrest Capital 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	$90.8K	Hold	400	–	–	0.01%	463
2026 Q1	$75.8K	Hold	400	–	–	﹤0.01%	471
2025 Q4	$71.2K	Hold	400	–	–	﹤0.01%	501
2025 Q3	$65.1K	Hold	400	–	–	﹤0.01%	506
2025 Q2	$70.2K	Hold	400	–	–	﹤0.01%	461
2025 Q1	$72.4K	Hold	400	–	–	﹤0.01%	445
2024 Q4	$83.7K	Hold	400	–	–	﹤0.01%	438
2024 Q3	$85.8K	Hold	400	–	–	﹤0.01%	423
2024 Q2	$80.5K	Hold	400	–	–	﹤0.01%	431
2024 Q1	$97.6K	Hold	400	–	–	﹤0.01%	368
2023 Q4	$86.8K	Hold	400	–	–	0.01%	405
2023 Q3	$83.2K	Hold	400	–	–	0.01%	387
2023 Q2	$86.1K	Hold	400	–	–	0.01%	402
2023 Q1	$92.4K	Hold	400	–	–	0.01%	379
2022 Q4	$91.3K	Buy	+400	New	+$89.4K	0.01%	345

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Hollencrest Capital Management's IEX Position: Q2 2026 in Review

Hollencrest Capital Management held its IDEX (IEX) position steady in Q2 2026 at 400 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #463.

Hollencrest Capital Management first reported a position in IEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $97.6K in Q1 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Hollencrest Capital Management held 400 shares of IDEX worth $90.8K as of Q2 2026.
Hollencrest Capital Management left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #463 holding.
Hollencrest Capital Management first reported a position in IDEX in Q4 2022 and has held it in 15 quarters since.
Hollencrest Capital Management's IDEX position peaked at $97.6K in Q1 2024.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.