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True Wealth Design’s IDEX IEX Stock Holding History

True Wealth Design’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 		$24.7K Buy
109
+40
+58% +$8.46K 0.01% 737
2026
Q1 		$13.1K Buy
69
+5
+8% +$987 ﹤0.01% 877
2025
Q4 		$11.4K Buy
64
+49
+327% +$8.37K ﹤0.01% 806
2025
Q3 		$2.44K Buy
15
+4
+36% +$676 ﹤0.01% 1389
2025
Q2 		$1.93K Buy
11
+3
+38% +$532 ﹤0.01% 1199
2025
Q1 		$1.45K Buy
8
+3
+60% +$597 ﹤0.01% 1127
2024
Q4 		$1.05K Buy
5
+1
+25% +$219 ﹤0.01% 926
2024
Q3 		$858 Hold
4
– – ﹤0.01% 1008
2024
Q2 		$805 Buy
4
+1
+33% +$218 ﹤0.01% 559
2024
Q1 		$733 Buy
3
+1
+50% +$226 ﹤0.01% 537
2023
Q4 		$435 Hold
2
– – ﹤0.01% 501
2023
Q3 		$417 Hold
2
– – ﹤0.01% 464
2023
Q2 		$431 Hold
2
– – ﹤0.01% 486
2023
Q1 		$463 Hold
2
– – ﹤0.01% 542
2022
Q4 		$457 Buy
+2
New +$447 ﹤0.01% 476

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

True Wealth Design's IEX Position: Q2 2026 in Review

True Wealth Design increased its IDEX (IEX) stake by 58% in Q2 2026, buying an estimated $8.46K and bringing the position to 109 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #737.

True Wealth Design first reported a position in IEX in Q4 2022 and has held it in 15 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • True Wealth Design held 109 shares of IDEX worth $24.7K as of Q2 2026.
  • True Wealth Design bought 40 IDEX shares in Q2 2026, an estimated $8.46K.
  • IDEX made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #737 holding.
  • True Wealth Design first reported a position in IDEX in Q4 2022 and has held it in 15 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.