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Summit Securities Group’s IDEX IEX Stock Holding History

Summit Securities Group’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 		$4.77K Buy
21
+9
+75% +$1.9K ﹤0.01% 986
2026
Q1 		$2.27K Sell
12
-100
-89% -$19.7K ﹤0.01% 933
2025
Q4 		$19.9K Sell
112
-18
-14% -$3.08K ﹤0.01% 803
2025
Q3 		$21.2K Buy
130
+80
+160% +$13.5K ﹤0.01% 751
2025
Q2 		$8.78K Buy
+50
New +$8.86K ﹤0.01% 905
2023
Q3 		– Sell
-99
Closed -$21K – 783
2023
Q2 		$21K Sell
99
-49
-33% -$10.3K ﹤0.01% 621
2023
Q1 		$34K Buy
148
+72
+95% +$16.3K ﹤0.01% 511
2022
Q4 		$17K Buy
+76
New +$17K ﹤0.01% 933
2022
Q3 		– Sell
-160
Closed -$29K – 1039
2022
Q2 		$29K Buy
160
+129
+416% +$24.3K ﹤0.01% 681
2022
Q1 		$6K Buy
+31
New +$6.29K ﹤0.01% 937

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

Summit Securities Group's IEX Position: Q2 2026 in Review

Summit Securities Group increased its IDEX (IEX) stake by 75% in Q2 2026, buying an estimated $1.9K and bringing the position to 21 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Summit Securities Group first reported a position in IEX in Q1 2022 and has held it in 10 quarters since. The position peaked at $34K in Q1 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Summit Securities Group held 21 shares of IDEX worth $4.77K as of Q2 2026.
  • Summit Securities Group bought 9 IDEX shares in Q2 2026, an estimated $1.9K.
  • IDEX made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #986 holding.
  • Summit Securities Group first reported a position in IDEX in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's IDEX position peaked at $34K in Q1 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.