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Larson Financial Group’s IDEX IEX Stock Holding History

Larson Financial Group’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 		$198K Buy
871
+313
+56% +$66.2K 0.01% 854
2026
Q1 		$106K Sell
558
-2,498
-82% -$493K ﹤0.01% 970
2025
Q4 		$544K Sell
3,056
-194
-6% -$33.1K 0.02% 431
2025
Q3 		$529K Buy
3,250
+3,170
+3,963% +$535K 0.02% 450
2025
Q2 		$14K Sell
80
-83
-51% -$14.7K ﹤0.01% 1658
2025
Q1 		$29.5K Sell
163
-733
-82% -$146K ﹤0.01% 1218
2024
Q4 		$188K Buy
896
+91
+11% +$19.9K 0.01% 581
2024
Q3 		$173K Buy
+805
New +$162K 0.01% 610
2023
Q4 		– Sell
-6
Closed -$1.25K – 1858
2023
Q3 		$1.25K Buy
+6
New +$1.3K ﹤0.01% 1453

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

Larson Financial Group's IEX Position: Q2 2026 in Review

Larson Financial Group increased its IDEX (IEX) stake by 56% in Q2 2026, buying an estimated $66.2K and bringing the position to 871 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #854.

Larson Financial Group first reported a position in IEX in Q3 2023 and has held it in 9 quarters since. The position peaked at $544K in Q4 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Larson Financial Group held 871 shares of IDEX worth $198K as of Q2 2026.
  • Larson Financial Group bought 313 IDEX shares in Q2 2026, an estimated $66.2K.
  • IDEX made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #854 holding.
  • Larson Financial Group first reported a position in IDEX in Q3 2023 and has held it in 9 quarters since.
  • Larson Financial Group's IDEX position peaked at $544K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.