Measured Wealth Private Client Group’s IDEX IEX Stock Holding History

Measured Wealth Private Client 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	$53.1K	Buy	+234	New	+$49.5K	0.01%	321

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Measured Wealth Private Client Group's IEX Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in IDEX (IEX) in Q2 2026: 234 shares worth $53.1K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Measured Wealth Private Client Group held 234 shares of IDEX worth $53.1K as of Q2 2026.
IDEX was a new Measured Wealth Private Client Group position in Q2 2026.
IDEX made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #321 holding.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.