Principia Wealth Advisory’s IDEX IEX Stock Holding History

Principia Wealth Advisory’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	$681	Hold	3	–	–	﹤0.01%	839
2026 Q1	$569	Hold	3	–	–	﹤0.01%	835
2025 Q4	$534	Buy	3 +1	+50%	+$171	﹤0.01%	809
2025 Q3	$326	Sell	2 -4	-67%	-$676	﹤0.01%	847
2025 Q2	$1.05K	Buy	6 +5	+500%	+$886	﹤0.01%	552
2025 Q1	$174	Hold	1	–	–	﹤0.01%	785
2024 Q4	$209	Buy	+1	New	+$219	﹤0.01%	729

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

Principia Wealth Advisory's IEX Position: Q2 2026 in Review

Principia Wealth Advisory held its IDEX (IEX) position steady in Q2 2026 at 3 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Principia Wealth Advisory first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05K in Q2 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Principia Wealth Advisory held 3 shares of IDEX worth $681 as of Q2 2026.
Principia Wealth Advisory left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #839 holding.
Principia Wealth Advisory first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's IDEX position peaked at $1.05K in Q2 2025.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.