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Sheets Smith Wealth Management’s IDEX IEX Stock Holding History

Sheets Smith 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 		$279K Hold
1,229
– – 0.03% 357
2026
Q1 		$233K Sell
1,229
-2
-0.2% -$395 0.03% 372
2025
Q4 		$219K Buy
+1,231
New +$210K 0.02% 379
2025
Q3 		– Sell
-4,207
Closed -$739K – 412
2025
Q2 		$739K Hold
4,207
– – 0.09% 216
2025
Q1 		$761K Buy
4,207
+655
+18% +$130K 0.09% 192
2024
Q4 		$743K Hold
3,552
– – 0.09% 194
2024
Q3 		$762K Sell
3,552
-110
-3% -$22.2K 0.09% 185
2024
Q2 		$737K Buy
3,662
+792
+28% +$173K 0.09% 183
2024
Q1 		$700K Buy
+2,870
New +$648K 0.08% 198

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

Sheets Smith Wealth Management's IEX Position: Q2 2026 in Review

Sheets Smith Wealth Management held its IDEX (IEX) position steady in Q2 2026 at 1,229 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #357.

Sheets Smith Wealth Management first reported a position in IEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $762K in Q3 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sheets Smith Wealth Management held 1,229 shares of IDEX worth $279K as of Q2 2026.
  • Sheets Smith Wealth Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Sheets Smith Wealth Management first reported a position in IDEX in Q1 2024 and has held it in 9 quarters since.
  • Sheets Smith Wealth Management's IDEX position peaked at $762K in Q3 2024.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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