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Transamerica Financial Advisors’s IDEX IEX Stock Holding History

Transamerica Financial Advisors’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 		$49.5K Buy
218
+185
+561% +$39.1K ﹤0.01% 700
2026
Q1 		$6.28K Buy
33
+16
+94% +$3.16K ﹤0.01% 1003
2025
Q4 		$3.01K Buy
+17
New +$2.9K ﹤0.01% 1054

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

Transamerica Financial Advisors's IEX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its IDEX (IEX) stake by 561% in Q2 2026, buying an estimated $39.1K and bringing the position to 218 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Transamerica Financial Advisors first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Transamerica Financial Advisors held 218 shares of IDEX worth $49.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 185 IDEX shares in Q2 2026, an estimated $39.1K.
  • IDEX made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #700 holding.
  • Transamerica Financial Advisors first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.