Wealth Watch Advisors’s IDEX IEX Stock Holding History

Wealth Watch 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	–	Sell	-13	Closed	-$2.31K	–	463
2025 Q4	$2.31K	Hold	13	–	–	﹤0.01%	646
2025 Q3	$2.12K	Buy	+13	New	+$2.2K	﹤0.01%	646

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

Wealth Watch Advisors's IEX Position: Q1 2026 in Review

Wealth Watch Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 13 shares — an estimated $2.31K sold.

Wealth Watch Advisors first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $2.31K in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Wealth Watch Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 13 IDEX shares in Q1 2026, an estimated $2.31K.
Wealth Watch Advisors first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's IDEX position peaked at $2.31K in Q4 2025.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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