SHP Wealth Management’s IDEX IEX Stock Holding History

SHP 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	$1.59K	Buy	7 +4	+133%	+$846	﹤0.01%	1462
2026 Q1	$569	Buy	+3	New	+$592	﹤0.01%	1597

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its IDEX (IEX) stake by 133% in Q2 2026, buying an estimated $846 and bringing the position to 7 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

SHP Wealth Management first reported a position in IEX in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

SHP Wealth Management held 7 shares of IDEX worth $1.59K as of Q2 2026.
SHP Wealth Management bought 4 IDEX shares in Q2 2026, an estimated $846.
IDEX made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1462 holding.
SHP Wealth Management first reported a position in IDEX in Q1 2026 and has held it in 2 quarters since.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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