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MassMutual Private Wealth & Trust’s IDEX IEX Stock Holding History

MassMutual Private Wealth & Trust’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 		$24.7K Hold
109
– – ﹤0.01% 1045
2026
Q1 		$20.7K Sell
109
-11
-9% -$2.17K ﹤0.01% 1072
2025
Q4 		$21.4K Sell
120
-2
-2% -$342 ﹤0.01% 1087
2025
Q3 		$19.9K Sell
122
-66
-35% -$11.1K ﹤0.01% 1120
2025
Q2 		$33K Buy
188
+45
+31% +$7.98K ﹤0.01% 914
2025
Q1 		$25.9K Buy
143
+64
+81% +$12.7K ﹤0.01% 934
2024
Q4 		$16.5K Buy
79
+15
+23% +$3.28K ﹤0.01% 1082
2024
Q3 		$13.7K Buy
64
+20
+45% +$4.03K ﹤0.01% 1031
2024
Q2 		$8.85K Buy
44
+1
+2% +$218 ﹤0.01% 1136
2024
Q1 		$10.5K Buy
43
+2
+5% +$452 ﹤0.01% 1029
2023
Q4 		$8.9K Sell
41
-115
-74% -$23.2K ﹤0.01% 1058
2023
Q3 		$32.5K Buy
156
+43
+38% +$9.33K ﹤0.01% 692
2023
Q2 		$24.3K Buy
113
+13
+13% +$2.73K ﹤0.01% 711
2023
Q1 		$23.1K Buy
100
+59
+144% +$13.4K ﹤0.01% 693
2022
Q4 		$9K Hold
41
– – ﹤0.01% 820
2022
Q3 		$8K Buy
41
+22
+116% +$4.45K ﹤0.01% 811
2022
Q2 		$3K Buy
19
+13
+217% +$2.45K ﹤0.01% 1047
2022
Q1 		$1K Buy
6
+2
+50% +$406 ﹤0.01% 1345
2021
Q4 		$1K Sell
4
-1
-20% -$227 ﹤0.01% 1235
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1179
2021
Q2 		$1K Buy
+5
New +$1.1K ﹤0.01% 1138
2016
Q1 		– Sell
-84
Closed -$6.3K – 869
2015
Q4 		$6.43K Hold
84
– – ﹤0.01% 539
2015
Q3 		$6.08K Hold
84
– – ﹤0.01% 593
2015
Q2 		$6.78K Hold
84
– – ﹤0.01% 537
2015
Q1 		$6.37K Hold
84
– – ﹤0.01% 564
2014
Q4 		$6.54K Hold
84
– – ﹤0.01% 464
2014
Q3 		$6.08K Hold
84
– – ﹤0.01% 578
2014
Q2 		$6.78K Hold
84
– – ﹤0.01% 404
2014
Q1 		$6.12K Hold
84
– – ﹤0.01% 387
2013
Q4 		$6.2K Buy
+84
New +$5.84K 0.01% 346

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

MassMutual Private Wealth & Trust's IEX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its IDEX (IEX) position steady in Q2 2026 at 109 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

MassMutual Private Wealth & Trust first reported a position in IEX in Q4 2013 and has held it in 30 quarters since. The position peaked at $33K in Q2 2025. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 109 shares of IDEX worth $24.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1045 holding.
  • MassMutual Private Wealth & Trust first reported a position in IDEX in Q4 2013 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's IDEX position peaked at $33K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.