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J. Safra Asset Management’s IDEX IEX Stock Holding History

J. Safra Asset 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 		$31.1K Hold
137
– – ﹤0.01% 292
2026
Q1 		$26K Hold
137
– – ﹤0.01% 292
2025
Q4 		$24.4K Hold
137
– – ﹤0.01% 310
2025
Q3 		$22.3K Buy
137
+29
+27% +$4.9K ﹤0.01% 234
2025
Q2 		$19K Hold
108
– – ﹤0.01% 255
2025
Q1 		$19.5K Buy
+108
New +$21.5K ﹤0.01% 235

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

J. Safra Asset Management's IEX Position: Q2 2026 in Review

J. Safra Asset Management held its IDEX (IEX) position steady in Q2 2026 at 137 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

J. Safra Asset Management 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.

  • J. Safra Asset Management held 137 shares of IDEX worth $31.1K as of Q2 2026.
  • J. Safra Asset Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #292 holding.
  • J. Safra Asset Management 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 J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.