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TD Private Client Wealth’s IDEX IEX Stock Holding History

TD Private Client Wealth’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 		$34K Buy
150
+30
+25% +$6.35K ﹤0.01% 958
2026
Q1 		$22.7K Buy
120
+2
+2% +$395 ﹤0.01% 987
2025
Q4 		$21K Buy
118
+22
+23% +$3.76K ﹤0.01% 1004
2025
Q3 		$15.6K Buy
96
+30
+45% +$5.07K ﹤0.01% 1017
2025
Q2 		$11.6K Sell
66
-46
-41% -$8.15K ﹤0.01% 1048
2025
Q1 		$20.3K Sell
112
-92
-45% -$18.3K ﹤0.01% 936
2024
Q4 		$42.7K Hold
204
– – ﹤0.01% 851
2024
Q3 		$43.8K Sell
204
-15
-7% -$3.02K ﹤0.01% 851
2024
Q2 		$44.1K Sell
219
-44
-17% -$9.61K ﹤0.01% 827
2024
Q1 		$64.2K Buy
263
+29
+12% +$6.55K ﹤0.01% 766
2023
Q4 		$50.8K Buy
234
+60
+34% +$12.1K ﹤0.01% 812
2023
Q3 		$36.2K Sell
174
-26
-13% -$5.64K ﹤0.01% 830
2023
Q2 		$43.1K Buy
200
+46
+30% +$9.67K ﹤0.01% 807
2023
Q1 		$35.6K Sell
154
-7
-4% -$1.59K ﹤0.01% 839
2022
Q4 		$36.8K Buy
161
+17
+12% +$3.8K ﹤0.01% 810
2022
Q3 		$28.8K Buy
144
+3
+2% +$606 ﹤0.01% 843
2022
Q2 		$25.6K Buy
141
+7
+5% +$1.32K ﹤0.01% 868
2022
Q1 		$25.7K Buy
134
+41
+44% +$8.32K ﹤0.01% 902
2021
Q4 		$22K Buy
93
+13
+16% +$2.95K ﹤0.01% 844
2021
Q3 		$16.6K Buy
80
+11
+16% +$2.44K ﹤0.01% 868
2021
Q2 		$15.2K Buy
69
+3
+5% +$663 ﹤0.01% 875
2021
Q1 		$13.8K Sell
66
-10
-13% -$1.98K ﹤0.01% 866
2020
Q4 		$15.1K Sell
76
-2
-3% -$380 ﹤0.01% 805
2020
Q3 		$14.2K Hold
78
– – ﹤0.01% 766
2020
Q2 		$12.3K Buy
78
+34
+77% +$5.2K ﹤0.01% 778
2020
Q1 		$6.08K Buy
44
+34
+340% +$5.33K ﹤0.01% 800
2019
Q4 		$1.72K Buy
+10
New +$1.62K ﹤0.01% 921

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

TD Private Client Wealth's IEX Position: Q2 2026 in Review

TD Private Client Wealth increased its IDEX (IEX) stake by 25% in Q2 2026, buying an estimated $6.35K and bringing the position to 150 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

TD Private Client Wealth first reported a position in IEX in Q4 2019 and has held it in 27 quarters since. The position peaked at $64.2K in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • TD Private Client Wealth held 150 shares of IDEX worth $34K as of Q2 2026.
  • TD Private Client Wealth bought 30 IDEX shares in Q2 2026, an estimated $6.35K.
  • IDEX made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #958 holding.
  • TD Private Client Wealth first reported a position in IDEX in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's IDEX position peaked at $64.2K in Q1 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.