Proficio Capital Partners’s IDEX IEX Stock Holding History

Proficio Capital Partners’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	$281K	Buy	+1,240	New	+$262K	0.01%	522
2019 Q3	–	Sell	-501	Closed	-$86K	–	788
2019 Q2	$86K	Buy	501 +12	+2%	+$1.89K	0.03%	236
2019 Q1	$74K	Sell	489 -1	-0.2%	-$141	0.03%	255
2018 Q4	$62K	Sell	490 -31	-6%	-$4.15K	0.03%	241
2018 Q3	$78K	Hold	521	–	–	0.03%	251
2018 Q2	$71K	Buy	521 +7	+1%	+$978	0.03%	267
2018 Q1	$73K	Buy	514 +24	+5%	+$3.35K	0.02%	263
2017 Q4	$65K	Hold	490	–	–	0.02%	290
2017 Q3	$60K	Hold	490	–	–	0.02%	339
2017 Q2	$57K	Buy	490 +31	+7%	+$3.26K	0.02%	356
2017 Q1	$50K	Buy	459 +262	+133%	+$24.1K	0.02%	381
2016 Q4	$18K	Sell	197 -15	-7%	-$1.36K	0.01%	477
2016 Q3	$20K	Hold	212	–	–	0.01%	426
2016 Q2	$19K	Buy	212 +8	+4%	+$666	0.01%	433
2016 Q1	$17K	Buy	+204	New	+$15.3K	0.01%	344

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

Proficio Capital Partners's IEX Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in IDEX (IEX) in Q2 2026: 1,240 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IEX as recently as Q2 2019.

Proficio Capital Partners first reported a position in IEX in Q1 2016 and has held it in 15 quarters since. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Proficio Capital Partners held 1,240 shares of IDEX worth $281K as of Q2 2026.
IDEX was a new Proficio Capital Partners position in Q2 2026.
IDEX made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #522 holding.
Proficio Capital Partners first reported a position in IDEX in Q1 2016 and has held it in 15 quarters since.
690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.