Pinnacle Wealth Planning Services’s IDEX IEX Stock Holding History

Pinnacle Wealth Planning 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	$19.3K	Sell	85 -34	-29%	-$7.19K	﹤0.01%	1796
2026 Q1	$22.6K	Sell	119 -63	-35%	-$12.4K	﹤0.01%	1639
2025 Q4	$32.4K	Buy	+182	New	+$31.1K	﹤0.01%	1468
2023 Q2	–	Sell	-888	Closed	-$205K	–	489
2023 Q1	$205K	Sell	888 -11	-1%	-$2.5K	0.03%	396
2022 Q4	$205K	Buy	+899	New	+$201K	0.04%	372
2022 Q1	–	Sell	-903	Closed	-$213K	–	457
2021 Q4	$213K	Buy	+903	New	+$205K	0.04%	351
2021 Q1	–	Sell	-400	Closed	-$80K	–	1101
2020 Q4	$80K	Buy	+400	New	+$76K	0.02%	570

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

Pinnacle Wealth Planning Services's IEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its IDEX (IEX) stake by 29% in Q2 2026, selling an estimated $7.19K and leaving 85 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Pinnacle Wealth Planning Services first reported a position in IEX in Q4 2020 and has held it in 7 quarters since. The position peaked at $213K in Q4 2021. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Pinnacle Wealth Planning Services held 85 shares of IDEX worth $19.3K as of Q2 2026.
Pinnacle Wealth Planning Services sold 34 IDEX shares in Q2 2026, an estimated $7.19K.
IDEX made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1796 holding.
Pinnacle Wealth Planning Services first reported a position in IDEX in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's IDEX position peaked at $213K in Q4 2021.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.