Winnow Wealth’s IDEX IEX Stock Holding History

Winnow Wealth’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	-1	Closed	-$178	–	333
2025 Q4	$178	Hold	1	–	–	﹤0.01%	537
2025 Q3	$163	Buy	+1	New	+$169	﹤0.01%	521
2025 Q2	–	Sell	-2	Closed	-$362	–	408
2025 Q1	$362	Hold	2	–	–	﹤0.01%	549
2024 Q4	$286	Buy	+2	New	+$438	﹤0.01%	538

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winnow Wealth's IEX Position: Q1 2026 in Review

Winnow Wealth sold out of IDEX (IEX) in Q1 2026, closing a stake of 1 share — an estimated $178 sold.

Winnow Wealth first reported a position in IEX in Q4 2024 and held it in 4 quarters. The position peaked at $362 in Q1 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Winnow Wealth reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 IDEX share in Q1 2026, an estimated $178.
Winnow Wealth first reported a position in IDEX in Q4 2024 and held it in 4 quarters.
Winnow Wealth's IDEX position peaked at $362 in Q1 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.