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Integrated Wealth Concepts’s IDEX IEX Stock Holding History

Integrated Wealth Concepts’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 		$406K Sell
1,789
-306
-15% -$64.7K ﹤0.01% 1795
2026
Q1 		$397K Buy
2,095
+700
+50% +$138K ﹤0.01% 1688
2025
Q4 		$248K Buy
+1,395
New +$238K ﹤0.01% 1409

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

Integrated Wealth Concepts's IEX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its IDEX (IEX) stake by 15% in Q2 2026, selling an estimated $64.7K and leaving 1,789 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Integrated Wealth Concepts first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Integrated Wealth Concepts held 1,789 shares of IDEX worth $406K as of Q2 2026.
  • Integrated Wealth Concepts sold 306 IDEX shares in Q2 2026, an estimated $64.7K.
  • IDEX made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1795 holding.
  • Integrated Wealth Concepts first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.