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Planning Strategies’s IDEX IEX Stock Holding History

Planning Strategies’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 		$227 Buy
+1
New +$212 ﹤0.01% 975

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's IEX Position: Q2 2026 in Review

Planning Strategies opened a new position in IDEX (IEX) in Q2 2026: 1 share worth $227. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

643 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Planning Strategies held 1 share of IDEX worth $227 as of Q2 2026.
  • IDEX was a new Planning Strategies position in Q2 2026.
  • IDEX made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #975 holding.
  • 643 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.