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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
Q2 		$51.1K Hold
225
– – ﹤0.01% 1106
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
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 $3.38T AUM 44.17% 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

Advisornet Financial's IEX Position: Q2 2026 in Review

Advisornet Financial held its IDEX (IEX) position steady in Q2 2026 at 225 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Advisornet Financial first reported a position in IEX in Q4 2022 and has held it in 15 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Advisornet Financial held 225 shares of IDEX worth $51.1K as of Q2 2026.
  • Advisornet Financial left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1106 holding.
  • Advisornet Financial first reported a position in IDEX in Q4 2022 and has held it in 15 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.