YDMI
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Y.D. More Investments’s IDEX IEX Stock Holding History

Y.D. More Investments’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 		$2.06K Buy
2,697
+132
+5% +$27.9K ﹤0.01% 436
2026
Q1 		$1.54K Sell
2,565
-52
-2% -$10.3K ﹤0.01% 416
2025
Q4 		$1.46K Buy
+2,617
New +$447K ﹤0.01% 417

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

Y.D. More Investments's IEX Position: Q2 2026 in Review

Y.D. More Investments increased its IDEX (IEX) stake by 5.1% in Q2 2026, buying an estimated $27.9K and bringing the position to 2,697 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Y.D. More Investments first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Y.D. More Investments held 2,697 shares of IDEX worth $2.06K as of Q2 2026.
  • Y.D. More Investments bought 132 IDEX shares in Q2 2026, an estimated $27.9K.
  • IDEX made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #436 holding.
  • Y.D. More Investments first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.