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Journey Strategic Wealth’s IDEX IEX Stock Holding History

Journey Strategic Wealth’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 		$203K Buy
+1,073
New +$212K 0.01% 765

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Journey Strategic Wealth's IEX Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in IDEX (IEX) in Q1 2026: 1,073 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings.

676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Journey Strategic Wealth held 1,073 shares of IDEX worth $203K as of Q1 2026.
  • IDEX was a new Journey Strategic Wealth position in Q1 2026.
  • IDEX made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #765 holding.
  • 676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.