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Mirabella Financial Services’s IDEX IEX Stock Holding History

Mirabella Financial Services’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 		$284K Buy
+1,253
New +$265K 0.03% 475
2024
Q3 		– Sell
-5,975
Closed -$1.2M – 312
2024
Q2 		$1.2M Buy
5,975
+4,860
+436% +$1.06M 0.09% 129
2024
Q1 		$273K Buy
+1,115
New +$252K 0.02% 403
2023
Q3 		– Sell
-3,412
Closed -$734K – 498
2023
Q2 		$734K Buy
+3,412
New +$717K 0.08% 253
2023
Q1 		– Sell
-1,121
Closed -$256K – 491
2022
Q4 		$256K Buy
+1,121
New +$251K 0.02% 276
2021
Q3 		– Sell
-2,099
Closed -$462K – 480
2021
Q2 		$462K Buy
+2,099
New +$464K 0.08% 172
2020
Q3 		– Sell
-1,972
Closed -$312K – 394
2020
Q2 		$312K Buy
+1,972
New +$301K 0.08% 118

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

Mirabella Financial Services's IEX Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in IDEX (IEX) in Q2 2026: 1,253 shares worth $284K. The stake represents 0.03% of the portfolio and ranks #475 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in IEX as recently as Q2 2024.

Mirabella Financial Services first reported a position in IEX in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2024. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Mirabella Financial Services held 1,253 shares of IDEX worth $284K as of Q2 2026.
  • IDEX was a new Mirabella Financial Services position in Q2 2026.
  • IDEX made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #475 holding.
  • Mirabella Financial Services first reported a position in IDEX in Q2 2020 and has held it in 7 quarters since.
  • Mirabella Financial Services's IDEX position peaked at $1.2M in Q2 2024.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.