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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Concepts's IEX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its IDEX (IEX) stake by 50% in Q1 2026, buying an estimated $138K and bringing the position to 2,095 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Integrated Wealth Concepts first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Integrated Wealth Concepts held 2,095 shares of IDEX worth $397K as of Q1 2026.
  • Integrated Wealth Concepts bought 700 IDEX shares in Q1 2026, an estimated $138K.
  • IDEX made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1688 holding.
  • Integrated Wealth Concepts first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.