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Rialto Wealth Management’s IDEX IEX Stock Holding History

Rialto 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 		$5.9K Buy
26
+12
+86% +$2.54K ﹤0.01% 686
2026
Q1 		$2.65K Buy
14
+9
+180% +$1.78K ﹤0.01% 769
2025
Q4 		$890 Buy
5
+3
+150% +$513 ﹤0.01% 1038
2025
Q3 		$326 Sell
2
-7
-78% -$1.18K ﹤0.01% 1377
2025
Q2 		$1.58K Sell
9
-4
-31% -$709 ﹤0.01% 679
2025
Q1 		$2.35K Buy
+13
New +$2.59K ﹤0.01% 505

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 $3.38T AUM 44.17% 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

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

Rialto Wealth Management increased its IDEX (IEX) stake by 86% in Q2 2026, buying an estimated $2.54K and bringing the position to 26 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Rialto Wealth Management first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Rialto Wealth Management held 26 shares of IDEX worth $5.9K as of Q2 2026.
  • Rialto Wealth Management bought 12 IDEX shares in Q2 2026, an estimated $2.54K.
  • IDEX made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Rialto Wealth Management first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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