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PFG Investments’s IDEX IEX Stock Holding History

PFG Investments’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 		$273K Buy
1,204
+3
+0.2% +$635 0.01% 998
2026
Q1 		$228K Buy
1,201
+4
+0.3% +$790 0.01% 1000
2025
Q4 		$213K Buy
+1,197
New +$205K 0.01% 988
2025
Q3 		– Sell
-1,190
Closed -$209K – 1134
2025
Q2 		$209K Sell
1,190
-96
-7% -$17K 0.01% 899
2025
Q1 		$233K Buy
1,286
+3
+0.2% +$597 0.01% 827
2024
Q4 		$269K Buy
1,283
+3
+0.2% +$657 0.02% 759
2024
Q3 		$275K Buy
1,280
+34
+3% +$6.85K 0.02% 750
2024
Q2 		$251K Buy
1,246
+43
+4% +$9.39K 0.02% 720
2024
Q1 		$294K Buy
1,203
+222
+23% +$50.1K 0.02% 744
2023
Q4 		$213K Buy
981
+2
+0.2% +$403 0.04% 434
2023
Q3 		$204K Buy
+979
New +$212K 0.04% 456
2023
Q2 		– Sell
-875
Closed -$202K – 523
2023
Q1 		$202K Buy
+875
New +$199K 0.04% 439

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

PFG Investments's IEX Position: Q2 2026 in Review

PFG Investments increased its IDEX (IEX) stake by 0.25% in Q2 2026, buying an estimated $635 and bringing the position to 1,204 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #998.

PFG Investments first reported a position in IEX in Q1 2023 and has held it in 12 quarters since. The position peaked at $294K in Q1 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • PFG Investments held 1,204 shares of IDEX worth $273K as of Q2 2026.
  • PFG Investments bought 3 IDEX shares in Q2 2026, an estimated $635.
  • IDEX made up 0.01% of PFG Investments's portfolio in Q2 2026, its #998 holding.
  • PFG Investments first reported a position in IDEX in Q1 2023 and has held it in 12 quarters since.
  • PFG Investments's IDEX position peaked at $294K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.