Quadcap Wealth Management’s IDEX IEX Stock Holding History

Quadcap Wealth 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	$282K	Buy	1,244 +17	+1%	+$3.6K	0.03%	347
2026 Q1	$233K	Buy	+1,227	New	+$242K	0.03%	349

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

Quadcap Wealth Management's IEX Position: Q2 2026 in Review

Quadcap Wealth Management increased its IDEX (IEX) stake by 1.4% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,244 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #347.

Quadcap Wealth Management first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Quadcap Wealth Management held 1,244 shares of IDEX worth $282K as of Q2 2026.
Quadcap Wealth Management bought 17 IDEX shares in Q2 2026, an estimated $3.6K.
IDEX made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #347 holding.
Quadcap Wealth Management first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.