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Allworth Financial’s IDEX IEX Stock Holding History

Allworth 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 		$164K Buy
722
+62
+9% +$13.1K ﹤0.01% 1613
2026
Q1 		$125K Buy
660
+63
+11% +$12.4K ﹤0.01% 1693
2025
Q4 		$106K Buy
597
+325
+119% +$55.5K ﹤0.01% 1719
2025
Q3 		$44.3K Buy
272
+124
+84% +$20.9K ﹤0.01% 2183
2025
Q2 		$26K Buy
148
+21
+17% +$3.72K ﹤0.01% 2357
2025
Q1 		$22.1K Sell
127
-55
-30% -$10.9K ﹤0.01% 2021
2024
Q4 		$40K Sell
182
-55
-23% -$12K ﹤0.01% 1691
2024
Q3 		$50.8K Sell
237
-27
-10% -$5.44K ﹤0.01% 1403
2024
Q2 		$53.6K Buy
264
+119
+82% +$26K ﹤0.01% 1352
2024
Q1 		$35.4K Buy
145
+15
+12% +$3.39K ﹤0.01% 1458
2023
Q4 		$28.2K Sell
130
-11
-8% -$2.22K ﹤0.01% 1446
2023
Q3 		$29.4K Sell
141
-77
-35% -$16.7K ﹤0.01% 1319
2023
Q2 		$46.9K Sell
218
-4
-2% -$841 ﹤0.01% 1145
2023
Q1 		$51.3K Buy
222
+17
+8% +$3.86K ﹤0.01% 1064
2022
Q4 		$46.8K Buy
205
+4
+2% +$894 ﹤0.01% 1037
2022
Q3 		$40K Buy
201
+167
+491% +$33.8K ﹤0.01% 1037
2022
Q2 		$6K Sell
34
-95
-74% -$17.9K ﹤0.01% 1706
2022
Q1 		$25K Buy
129
+118
+1,073% +$23.9K ﹤0.01% 1160
2021
Q4 		$3K Buy
11
+6
+120% +$1.36K ﹤0.01% 1644
2021
Q3 		$1K Buy
+5
New +$1.11K ﹤0.01% 1764

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

Allworth Financial's IEX Position: Q2 2026 in Review

Allworth Financial increased its IDEX (IEX) stake by 9.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 722 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Allworth Financial first reported a position in IEX in Q3 2021 and has held it in 20 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Allworth Financial held 722 shares of IDEX worth $164K as of Q2 2026.
  • Allworth Financial bought 62 IDEX shares in Q2 2026, an estimated $13.1K.
  • IDEX made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1613 holding.
  • Allworth Financial first reported a position in IDEX in Q3 2021 and has held it in 20 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.