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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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 $240B 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

Twin Peaks Wealth Advisors's IEX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in IDEX (IEX) in Q1 2026: 44 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IEX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IEX in Q2 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 44 shares of IDEX worth $8.34K as of Q1 2026.
  • IDEX was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • IDEX made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1154 holding.
  • Twin Peaks Wealth Advisors first reported a position in IDEX in Q2 2025 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.