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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return