Vermillion Wealth Management’s IDEX IEX Stock Holding History

Vermillion Wealth Management’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	-6	Closed	-$1.14K	–	1965
2026 Q1	$1.14K	Buy	+6	New	+$1.18K	﹤0.01%	789

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

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vermillion Wealth Management's IEX Position: Q2 2026 in Review

Vermillion Wealth Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 6 shares — an estimated $1.14K sold.

Vermillion Wealth Management first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Vermillion Wealth Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 6 IDEX shares in Q2 2026, an estimated $1.14K.
Vermillion Wealth Management first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's IDEX position peaked at $1.14K in Q1 2026.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.