AWM
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AE Wealth Management’s IDEX IEX Stock Holding History

AE Wealth Management’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 		$504K Sell
2,220
-172
-7% -$36.4K ﹤0.01% 1212
2026
Q1 		$454K Sell
2,392
-208
-8% -$41.1K ﹤0.01% 1160
2025
Q4 		$463K Sell
2,600
-156,241
-98% -$26.7M ﹤0.01% 1090
2025
Q3 		$25.9M Buy
158,841
+6,409
+4% +$1.08M 0.16% 135
2025
Q2 		$26.8M Buy
152,432
+5,673
+4% +$1.01M 0.2% 115
2025
Q1 		$26.6M Buy
146,759
+953
+0.7% +$190K 0.22% 105
2024
Q4 		$30.5M Buy
145,806
+4,118
+3% +$901K 0.26% 92
2024
Q3 		$30.4M Buy
141,688
+13,727
+11% +$2.77M 0.28% 91
2024
Q2 		$25.7M Buy
127,961
+15,437
+14% +$3.37M 0.26% 90
2024
Q1 		$27.5M Buy
112,524
+18,620
+20% +$4.21M 0.31% 78
2023
Q4 		$19.6M Buy
93,904
+19,306
+26% +$3.89M 0.1% 228
2023
Q3 		$15.5M Buy
74,598
+11,796
+19% +$2.56M 0.09% 250
2023
Q2 		$13.5M Buy
+62,802
New +$13.2M 0.08% 298

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

AE Wealth Management's IEX Position: Q2 2026 in Review

AE Wealth Management reduced its IDEX (IEX) stake by 7.2% in Q2 2026, selling an estimated $36.4K and leaving 2,220 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

AE Wealth Management first reported a position in IEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $30.5M in Q4 2024. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • AE Wealth Management held 2,220 shares of IDEX worth $504K as of Q2 2026.
  • AE Wealth Management sold 172 IDEX shares in Q2 2026, an estimated $36.4K.
  • IDEX made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1212 holding.
  • AE Wealth Management first reported a position in IDEX in Q2 2023 and has held it in 13 quarters since.
  • AE Wealth Management's IDEX position peaked at $30.5M in Q4 2024.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.