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Private Wealth Management Group’s IDEX IEX Stock Holding History

Private 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 		$3.18K Hold
14
– – ﹤0.01% 1011
2026
Q1 		$2.65K Hold
14
– – ﹤0.01% 987
2025
Q4 		$2.49K Hold
14
– – ﹤0.01% 1011
2025
Q3 		$2.28K Hold
14
– – ﹤0.01% 1074
2025
Q2 		$2.46K Sell
14
-29
-67% -$5.14K ﹤0.01% 1021
2025
Q1 		$7.78K Sell
43
-5
-10% -$995 ﹤0.01% 560
2024
Q4 		$10K Hold
48
– – ﹤0.01% 469
2024
Q3 		$10.3K Hold
48
– – ﹤0.01% 451
2024
Q2 		$9.66K Sell
48
-49
-51% -$10.7K ﹤0.01% 450
2024
Q1 		$23.7K Hold
97
– – 0.01% 241
2023
Q4 		$21.1K Buy
+97
New +$19.6K 0.01% 259

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 Management Group's IEX Position: Q2 2026 in Review

Private Wealth Management Group held its IDEX (IEX) position steady in Q2 2026 at 14 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Private Wealth Management Group first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.7K in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Private Wealth Management Group held 14 shares of IDEX worth $3.18K as of Q2 2026.
  • Private Wealth Management Group left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1011 holding.
  • Private Wealth Management Group first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's IDEX position peaked at $23.7K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.