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American Capital Advisory’s IDEX IEX Stock Holding History

American Capital Advisory’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 		$454 Hold
2
– – ﹤0.01% 973
2026
Q1 		$380 Buy
2
+1
+100% +$197 ﹤0.01% 917
2025
Q4 		$178 Hold
1
– – ﹤0.01% 930
2025
Q3 		$163 Sell
1
-2
-67% -$338 ﹤0.01% 905
2025
Q2 		$527 Buy
+3
New +$532 ﹤0.01% 617

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

American Capital Advisory's IEX Position: Q2 2026 in Review

American Capital Advisory held its IDEX (IEX) position steady in Q2 2026 at 2 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #973.

American Capital Advisory first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $527 in Q2 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • American Capital Advisory held 2 shares of IDEX worth $454 as of Q2 2026.
  • American Capital Advisory left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #973 holding.
  • American Capital Advisory first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
  • American Capital Advisory's IDEX position peaked at $527 in Q2 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.