RMR Wealth Builders’s IDEX IEX Stock Holding History

RMR Wealth Builders’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	$332K	Buy	1,465 +2	+0.1%	+$423	0.02%	242
2026 Q1	$277K	Hold	1,463	–	–	0.02%	240
2025 Q4	$260K	Hold	1,463	–	–	0.02%	246
2025 Q3	$238K	Buy	1,463 +5	+0.3%	+$844	0.02%	252
2025 Q2	$256K	Sell	1,458 -53	-4%	-$9.4K	0.02%	248
2025 Q1	$273K	Buy	1,511 +74	+5%	+$14.7K	0.03%	216
2024 Q4	$301K	Hold	1,437	–	–	0.03%	210
2024 Q3	$308K	Hold	1,437	–	–	0.03%	204
2024 Q2	$289K	Hold	1,437	–	–	0.03%	207
2024 Q1	$351K	Hold	1,437	–	–	0.04%	191
2023 Q4	$312K	Hold	1,437	–	–	0.04%	189
2023 Q3	$299K	Hold	1,437	–	–	0.05%	185
2023 Q2	$309K	Hold	1,437	–	–	0.05%	165
2023 Q1	$332K	Hold	1,437	–	–	0.06%	155
2022 Q4	$328K	Hold	1,437	–	–	0.07%	133
2022 Q3	$287K	Buy	1,437 +169	+13%	+$34.2K	0.07%	139
2022 Q2	$230K	Hold	1,268	–	–	0.06%	168
2022 Q1	$243K	Buy	+1,268	New	+$257K	0.05%	180
2021 Q4	–	Sell	-1,268	Closed	-$262K	–	158
2021 Q3	$262K	Hold	1,268	–	–	0.08%	154
2021 Q2	$279K	Hold	1,268	–	–	0.09%	141
2021 Q1	$265K	Hold	1,268	–	–	0.07%	149
2020 Q4	$253K	Hold	1,268	–	–	0.12%	130
2020 Q3	$231K	Hold	1,268	–	–	0.06%	182
2020 Q2	$200K	Buy	+1,268	New	+$194K	0.18%	114
2019 Q4	$218K	Buy	+1,268	New	+$205K	0.21%	104

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

RMR Wealth Builders's IEX Position: Q2 2026 in Review

RMR Wealth Builders increased its IDEX (IEX) stake by 0.14% in Q2 2026, buying an estimated $423 and bringing the position to 1,465 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #242.

RMR Wealth Builders first reported a position in IEX in Q4 2019 and has held it in 25 quarters since. The position peaked at $351K in Q1 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

RMR Wealth Builders held 1,465 shares of IDEX worth $332K as of Q2 2026.
RMR Wealth Builders bought 2 IDEX shares in Q2 2026, an estimated $423.
IDEX made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #242 holding.
RMR Wealth Builders first reported a position in IDEX in Q4 2019 and has held it in 25 quarters since.
RMR Wealth Builders's IDEX position peaked at $351K in Q1 2024.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.