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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
Q1 		$569 Buy
+3
New +$592 ﹤0.01% 1597

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's IEX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in IDEX (IEX) in Q1 2026: 3 shares worth $569. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings.

674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • SHP Wealth Management held 3 shares of IDEX worth $569 as of Q1 2026.
  • IDEX was a new SHP Wealth Management position in Q1 2026.
  • IDEX made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1597 holding.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.