Advisornet Financial’s IDEX IEX Stock Holding History

Advisornet Financial’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	$42.6K	Buy	225 +7	+3%	+$1.38K	﹤0.01%	1104
2025 Q4	$38.8K	Buy	218 +19	+10%	+$3.25K	﹤0.01%	1135
2025 Q3	$32.4K	Sell	199 -3	-1%	-$507	﹤0.01%	1160
2025 Q2	$35.5K	Sell	202 -2	-1%	-$355	﹤0.01%	1105
2025 Q1	$36.9K	Hold	204	–	–	﹤0.01%	1015
2024 Q4	$42.7K	Buy	204 +1	+0.5%	+$219	﹤0.01%	927
2024 Q3	$43.5K	Buy	203 +201	+10,050%	+$40.5K	﹤0.01%	944
2024 Q2	$402	Buy	2 +1	+100%	+$218	﹤0.01%	1965
2024 Q1	$244	Sell	1 -10	-91%	-$2.26K	﹤0.01%	1951
2023 Q4	$2.39K	Buy	11 +1	+10%	+$202	﹤0.01%	1666
2023 Q3	$2.08K	Sell	10 -1	-9%	-$217	﹤0.01%	1621
2023 Q2	$2.37K	Sell	11 -2	-15%	-$420	﹤0.01%	1671
2023 Q1	$3K	Buy	13 +2	+18%	+$454	﹤0.01%	1597
2022 Q4	$2.51K	Buy	+11	New	+$2.46K	﹤0.01%	1617

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

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

Wellington Management Group

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