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Vest Financial’s IDEX IEX Stock Holding History

Vest Financial’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
-8,742
Closed -$1.66M – 432
2026
Q1 		$1.66M Sell
8,742
-6,141
-41% -$1.21M 0.02% 340
2025
Q4 		$2.65M Sell
14,883
-4,245
-22% -$725K 0.03% 301
2025
Q3 		$3.11M Sell
19,128
-2,022
-10% -$342K 0.04% 260
2025
Q2 		$3.71M Buy
21,150
+5,438
+35% +$964K 0.05% 209
2025
Q1 		$2.84M Buy
15,712
+4,182
+36% +$833K 0.04% 200
2024
Q4 		$2.41M Buy
11,530
+4,376
+61% +$958K 0.04% 183
2024
Q3 		$1.53M Buy
7,154
+1,709
+31% +$344K 0.03% 156
2024
Q2 		$1.1M Buy
5,445
+2,000
+58% +$437K 0.03% 179
2024
Q1 		$841K Buy
3,445
+2,323
+207% +$525K 0.02% 199
2023
Q4 		$244K Buy
+1,122
New +$226K 0.01% 149

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

Vest Financial's IEX Position: Q2 2026 in Review

Vest Financial sold out of IDEX (IEX) in Q2 2026, closing a stake of 8,742 shares — an estimated $1.66M sold.

Vest Financial first reported a position in IEX in Q4 2023 and held it in 10 quarters. The position peaked at $3.71M in Q2 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Vest Financial reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Vest Financial sold 8,742 IDEX shares in Q2 2026, an estimated $1.66M.
  • Vest Financial first reported a position in IDEX in Q4 2023 and held it in 10 quarters.
  • Vest Financial's IDEX position peaked at $3.71M in Q2 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.