Prestige Wealth Management Group’s IDEX IEX Stock Holding History

Prestige Wealth Management Group’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	$5.45K	Hold	24	–	–	﹤0.01%	571
2026 Q1	$4.55K	Hold	24	–	–	﹤0.01%	573
2025 Q4	$4.27K	Hold	24	–	–	﹤0.01%	612
2025 Q3	$3.91K	Hold	24	–	–	﹤0.01%	618
2025 Q2	$4.21K	Hold	24	–	–	﹤0.01%	596
2025 Q1	$4.34K	Hold	24	–	–	﹤0.01%	594
2024 Q4	$5.02K	Hold	24	–	–	﹤0.01%	598
2024 Q3	$5.15K	Hold	24	–	–	﹤0.01%	609
2024 Q2	$4.83K	Hold	24	–	–	﹤0.01%	559
2024 Q1	$5.86K	Hold	24	–	–	﹤0.01%	535
2023 Q4	$5.21K	Sell	24 -6	-20%	-$1.21K	﹤0.01%	574
2023 Q3	$6.24K	Hold	30	–	–	﹤0.01%	536
2023 Q2	$6.46K	Buy	30 +6	+25%	+$1.26K	﹤0.01%	532
2023 Q1	$5.54K	Hold	24	–	–	﹤0.01%	549
2022 Q4	$5.48K	Hold	24	–	–	﹤0.01%	593
2022 Q3	$5K	Hold	24	–	–	﹤0.01%	555
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	635
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	615
2021 Q4	$6K	Hold	24	–	–	﹤0.01%	589
2021 Q3	$5K	Hold	24	–	–	﹤0.01%	634
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	624
2021 Q1	$5K	Hold	24	–	–	﹤0.01%	619
2020 Q4	$5K	Hold	24	–	–	﹤0.01%	581
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	576
2020 Q2	$4K	Hold	24	–	–	﹤0.01%	556
2020 Q1	$3K	Buy	+24	New	+$3.77K	﹤0.01%	577
2019 Q1	–	Sell	-54	Closed	-$7K	–	799
2018 Q4	$7K	Buy	+54	New	+$7.23K	0.01%	508

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

Prestige Wealth Management Group's IEX Position: Q2 2026 in Review

Prestige Wealth Management Group held its IDEX (IEX) position steady in Q2 2026 at 24 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Prestige Wealth Management Group first reported a position in IEX in Q4 2018 and has held it in 27 quarters since. The position peaked at $7K in Q4 2018. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Prestige Wealth Management Group held 24 shares of IDEX worth $5.45K as of Q2 2026.
Prestige Wealth Management Group left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #571 holding.
Prestige Wealth Management Group first reported a position in IDEX in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's IDEX position peaked at $7K in Q4 2018.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.