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Spire Wealth Management’s IDEX IEX Stock Holding History

Spire 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 		$35.4K Hold
156
– – ﹤0.01% 1268
2026
Q1 		$29.6K Buy
156
+53
+51% +$10.5K ﹤0.01% 1315
2025
Q4 		$18.3K Sell
103
-45
-30% -$7.69K ﹤0.01% 1514
2025
Q3 		$24.1K Buy
148
+95
+179% +$16K ﹤0.01% 1467
2025
Q2 		$9.3K Sell
53
-117
-69% -$20.7K ﹤0.01% 1743
2025
Q1 		$30.7K Sell
170
-191
-53% -$38K ﹤0.01% 1461
2024
Q4 		$75.6K Sell
361
-6,908
-95% -$1.51M ﹤0.01% 1141
2024
Q3 		$1.56M Sell
7,269
-15,052
-67% -$3.03M 0.05% 281
2024
Q2 		$4.49M Sell
22,321
-3,113
-12% -$680K 0.16% 133
2024
Q1 		$6.21M Sell
25,434
-2
-0% -$452 0.11% 130
2023
Q4 		$5.27M Buy
25,436
+7,739
+44% +$1.56M 0.17% 130
2023
Q3 		$3.68M Buy
+17,697
New +$3.84M 0.14% 162
2022
Q1 		– Sell
-32
Closed -$8K – 2685
2021
Q4 		$8K Buy
+32
New +$7.27K ﹤0.01% 2446
2021
Q2 		– Sell
-32
Closed -$7K – 2758
2021
Q1 		$7K Buy
+32
New +$6.34K ﹤0.01% 2523

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

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

Spire Wealth Management held its IDEX (IEX) position steady in Q2 2026 at 156 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Spire Wealth Management first reported a position in IEX in Q1 2021 and has held it in 14 quarters since. The position peaked at $6.21M in Q1 2024. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Spire Wealth Management held 156 shares of IDEX worth $35.4K as of Q2 2026.
  • Spire Wealth Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1268 holding.
  • Spire Wealth Management first reported a position in IDEX in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's IDEX position peaked at $6.21M in Q1 2024.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.