Turning Point Benefit Group’s IDEX IEX Stock Holding History

Turning Point Benefit 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 Q1	–	Sell	-471	Closed	-$83.8K	–	429
2025 Q4	$83.8K	Sell	471 -318	-40%	-$54.3K	0.04%	133
2025 Q3	$129K	Buy	+789	New	+$133K	0.08%	106

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Turning Point Benefit Group's IEX Position: Q1 2026 in Review

Turning Point Benefit Group sold out of IDEX (IEX) in Q1 2026, closing a stake of 471 shares — an estimated $83.8K sold.

Turning Point Benefit Group first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $129K in Q3 2025. 676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Turning Point Benefit Group reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 471 IDEX shares in Q1 2026, an estimated $83.8K.
Turning Point Benefit Group first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's IDEX position peaked at $129K in Q3 2025.
676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.