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Twin Peaks Wealth Advisors’s IDEX IEX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-44
Closed -$8.34K – 1152
2026
Q1 		$8.34K Buy
+44
New +$8.69K ﹤0.01% 1154
2025
Q3 		– Sell
-13
Closed -$2.12K – 1088
2025
Q2 		$2.12K Buy
+13
New +$2.31K ﹤0.01% 1607

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

Twin Peaks Wealth Advisors's IEX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of IDEX (IEX) in Q2 2026, closing a stake of 44 shares — an estimated $8.34K sold.

Twin Peaks Wealth Advisors first reported a position in IEX in Q2 2025 and held it in 2 quarters. The position peaked at $8.34K in Q1 2026. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 44 IDEX shares in Q2 2026, an estimated $8.34K.
  • Twin Peaks Wealth Advisors first reported a position in IDEX in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's IDEX position peaked at $8.34K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.