Advisory Alpha’s IDEX IEX Stock Holding History

Advisory Alpha’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	$320K	Sell	1,410 -5	-0.4%	-$1.06K	0.01%	461
2026 Q1	$268K	Buy	1,415 +5	+0.4%	+$987	0.01%	482
2025 Q4	$251K	Hold	1,410	–	–	0.01%	462
2025 Q3	$233K	Hold	1,410	–	–	0.01%	472
2025 Q2	$248K	Hold	1,410	–	–	0.01%	415
2025 Q1	$255K	Sell	1,410 -11	-0.8%	-$2.19K	0.01%	381
2024 Q4	$297K	Buy	1,421 +11	+0.8%	+$2.41K	0.01%	323
2024 Q3	$302K	Hold	1,410	–	–	0.01%	307
2024 Q2	$284K	Hold	1,410	–	–	0.01%	303
2024 Q1	$344K	Hold	1,410	–	–	0.01%	275
2023 Q4	$306K	Hold	1,410	–	–	0.01%	256
2023 Q3	$293K	Hold	1,410	–	–	0.02%	240
2023 Q2	$304K	Hold	1,410	–	–	0.02%	253
2023 Q1	$326K	Hold	1,410	–	–	0.02%	221
2022 Q4	$322K	Hold	1,410	–	–	0.02%	206
2022 Q3	$282K	Hold	1,410	–	–	0.02%	205
2022 Q2	$256K	Hold	1,410	–	–	0.02%	217
2022 Q1	$270K	Hold	1,410	–	–	0.02%	221
2021 Q4	$333K	Buy	+1,410	New	+$320K	0.02%	209

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

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

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advisory Alpha's IEX Position: Q2 2026 in Review

Advisory Alpha reduced its IDEX (IEX) stake by 0.35% in Q2 2026, selling an estimated $1.06K and leaving 1,410 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #461.

Advisory Alpha first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q1 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Advisory Alpha held 1,410 shares of IDEX worth $320K as of Q2 2026.
Advisory Alpha sold 5 IDEX shares in Q2 2026, an estimated $1.06K.
IDEX made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #461 holding.
Advisory Alpha first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
Advisory Alpha's IDEX position peaked at $344K in Q1 2024.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.