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Private Wealth Asset Management’s IDEX IEX Stock Holding History

Private Wealth Asset Management’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 		$17K Hold
75
– – ﹤0.01% 599
2026
Q1 		$14.2K Hold
75
– – ﹤0.01% 626
2025
Q4 		$13.3K Hold
75
– – ﹤0.01% 619
2025
Q3 		$12.2K Hold
75
– – ﹤0.01% 612
2025
Q2 		$13.2K Sell
75
-35
-32% -$6.21K ﹤0.01% 608
2025
Q1 		$19.9K Buy
+110
New +$21.9K ﹤0.01% 519

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Private Wealth Asset Management's IEX Position: Q2 2026 in Review

Private Wealth Asset Management held its IDEX (IEX) position steady in Q2 2026 at 75 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Private Wealth Asset Management first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.9K in Q1 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Private Wealth Asset Management held 75 shares of IDEX worth $17K as of Q2 2026.
  • Private Wealth Asset Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #599 holding.
  • Private Wealth Asset Management first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's IDEX position peaked at $19.9K in Q1 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.