AF
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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