AGWCA
IEX icon

Annis Gardner Whiting Capital Advisors’s IDEX IEX Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-422
Closed -$80K – 770
2026
Q1 		$80K Buy
422
+3
+0.7% +$592 0.01% 487
2025
Q4 		$74.6K Sell
419
-99
-19% -$16.9K 0.01% 454
2025
Q3 		$84.3K Buy
518
+454
+709% +$76.7K 0.02% 418
2025
Q2 		$11.2K Buy
+64
New +$11.3K ﹤0.01% 690

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

Annis Gardner Whiting Capital Advisors's IEX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of IDEX (IEX) in Q2 2026, closing a stake of 422 shares — an estimated $80K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IEX in Q2 2025 and held it in 4 quarters. The position peaked at $84.3K in Q3 2025. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 422 IDEX shares in Q2 2026, an estimated $80K.
  • Annis Gardner Whiting Capital Advisors first reported a position in IDEX in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's IDEX position peaked at $84.3K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.