VWA
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Valued Wealth Advisors’s IDEX IEX Stock Holding History

Valued 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 		$681 Hold
3
– – ﹤0.01% 822
2026
Q1 		$569 Hold
3
– – ﹤0.01% 661
2025
Q4 		$534 Hold
3
– – ﹤0.01% 529
2025
Q3 		$489 Hold
3
– – ﹤0.01% 518
2025
Q2 		$527 Hold
3
– – ﹤0.01% 515
2025
Q1 		$543 Hold
3
– – ﹤0.01% 550
2024
Q4 		$628 Hold
3
– – ﹤0.01% 530
2024
Q3 		$644 Hold
3
– – ﹤0.01% 514
2024
Q2 		$604 Hold
3
– – ﹤0.01% 485
2024
Q1 		$733 Hold
3
– – ﹤0.01% 467
2023
Q4 		$625 Buy
+3
New +$605 ﹤0.01% 418

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

Valued Wealth Advisors's IEX Position: Q2 2026 in Review

Valued Wealth Advisors held its IDEX (IEX) position steady in Q2 2026 at 3 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Valued Wealth Advisors first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $733 in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of IDEX worth $681 as of Q2 2026.
  • Valued Wealth Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #822 holding.
  • Valued Wealth Advisors first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's IDEX position peaked at $733 in Q1 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.