WETS
IEX icon

Wealth Enhancement Trust Services’s IDEX IEX Stock Holding History

Wealth Enhancement Trust Services’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 		$1.14K Hold
5
– – ﹤0.01% 1104
2026
Q1 		$948 Hold
5
– – ﹤0.01% 726
2025
Q4 		$890 Buy
+5
New +$854 ﹤0.01% 678

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Trust Services's IEX Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its IDEX (IEX) position steady in Q2 2026 at 5 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Wealth Enhancement Trust Services first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Wealth Enhancement Trust Services held 5 shares of IDEX worth $1.14K as of Q2 2026.
  • Wealth Enhancement Trust Services left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1104 holding.
  • Wealth Enhancement Trust Services first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.