Waverly Advisors’s IDEX IEX Stock Holding History

Waverly 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	$947K	Buy	4,994 +290	+6%	+$57.2K	0.01%	851
2025 Q4	$837K	Buy	+4,704	New	+$804K	0.01%	814

Other funds holding IEX

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverly Advisors's IEX Position: Q1 2026 in Review

Waverly Advisors increased its IDEX (IEX) stake by 6.2% in Q1 2026, buying an estimated $57.2K and bringing the position to 4,994 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #851.

Waverly Advisors first reported a position in IEX in Q4 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Waverly Advisors held 4,994 shares of IDEX worth $947K as of Q1 2026.
Waverly Advisors bought 290 IDEX shares in Q1 2026, an estimated $57.2K.
IDEX made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #851 holding.
Waverly Advisors first reported a position in IDEX in Q4 2025 and has held it in 2 quarters since.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.