IMG Wealth Management’s IDEX IEX Stock Holding History

IMG 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	$1.14K	Hold	5	–	–	﹤0.01%	498
2026 Q1	$948	Buy	5 +2	+67%	+$395	﹤0.01%	479
2025 Q4	$534	Buy	+3	New	+$513	﹤0.01%	568

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 $3.37T AUM 44.26% 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

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

IMG Wealth Management held its IDEX (IEX) position steady in Q2 2026 at 5 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

IMG Wealth Management first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

IMG Wealth Management held 5 shares of IDEX worth $1.14K as of Q2 2026.
IMG Wealth Management left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #498 holding.
IMG Wealth Management first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.