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Nicholas Hoffman & Company’s IDEX IEX Stock Holding History

Nicholas Hoffman & Company’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 		$270K Buy
+1,189
New +$252K 0.01% 306
2021
Q4 		– Sell
-1,000
Closed -$207K – 274
2021
Q3 		$207K Buy
+1,000
New +$222K 0.04% 252

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

Nicholas Hoffman & Company's IEX Position: Q2 2026 in Review

Nicholas Hoffman & Company opened a new position in IDEX (IEX) in Q2 2026: 1,189 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Nicholas Hoffman & Company previously reported a position in IEX as recently as Q3 2021.

Nicholas Hoffman & Company first reported a position in IEX in Q3 2021 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Nicholas Hoffman & Company held 1,189 shares of IDEX worth $270K as of Q2 2026.
  • IDEX was a new Nicholas Hoffman & Company position in Q2 2026.
  • IDEX made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #306 holding.
  • Nicholas Hoffman & Company first reported a position in IDEX in Q3 2021 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.