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Phoenix Financial’s IDEX IEX Stock Holding History

Phoenix Financial’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
Q1 		$372K Sell
1,964
-298
-13% -$58.8K ﹤0.01% 348
2025
Q4 		$402K Sell
2,262
-37
-2% -$6.32K ﹤0.01% 326
2025
Q3 		$374K Buy
2,299
+392
+21% +$66.2K ﹤0.01% 334
2025
Q2 		$335K Sell
1,907
-41
-2% -$7.27K ﹤0.01% 324
2025
Q1 		$354K Sell
1,948
-323
-14% -$64.3K 0.01% 279
2024
Q4 		$475K Sell
2,271
-63
-3% -$13.8K 0.01% 265
2024
Q3 		$502K Buy
2,334
+423
+22% +$85.3K 0.01% 252
2024
Q2 		$382K Buy
1,911
+37
+2% +$8.08K 0.01% 267
2024
Q1 		$456K Buy
1,874
+47
+3% +$10.6K 0.01% 276
2023
Q4 		$400K Buy
1,827
+89
+5% +$18K 0.01% 254
2023
Q3 		$365K Buy
1,738
+164
+10% +$35.6K 0.01% 269
2023
Q2 		$335K Sell
1,574
-24
-2% -$5.04K 0.01% 263
2023
Q1 		$360K Sell
1,598
-178
-10% -$40.4K 0.01% 232
2022
Q4 		$409K Sell
1,776
-129
-7% -$28.8K 0.01% 227
2022
Q3 		$385K Sell
1,905
-233
-11% -$47.1K 0.01% 261
2022
Q2 		$383K Sell
2,138
-175
-8% -$33K 0.01% 293
2022
Q1 		$446K Sell
2,313
-224
-9% -$45.4K 0.01% 302
2021
Q4 		$596K Sell
2,537
-179
-7% -$40.7K 0.01% 268
2021
Q3 		$577K Buy
+2,716
New +$603K 0.01% 306
2021
Q2 		– Sell
-1,475
Closed -$310K – 352
2021
Q1 		$310K Buy
1,475
+412
+39% +$81.7K 0.01% 337
2020
Q4 		$208K Buy
+1,063
New +$202K 0.01% 348

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Financial's IEX Position: Q1 2026 in Review

Phoenix Financial reduced its IDEX (IEX) stake by 13% in Q1 2026, selling an estimated $58.8K and leaving 1,964 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Phoenix Financial first reported a position in IEX in Q4 2020 and has held it in 21 quarters since. The position peaked at $596K in Q4 2021. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Phoenix Financial held 1,964 shares of IDEX worth $372K as of Q1 2026.
  • Phoenix Financial sold 298 IDEX shares in Q1 2026, an estimated $58.8K.
  • IDEX made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #348 holding.
  • Phoenix Financial first reported a position in IDEX in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Financial's IDEX position peaked at $596K in Q4 2021.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.