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AssuredPartners Investment Advisors’s IDEX IEX Stock Holding History

AssuredPartners Investment 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
Q1 		– Sell
-1,511
Closed -$269K – 421
2025
Q4 		$269K Buy
+1,511
New +$258K 0.04% 289
2025
Q2 		– Sell
-2,032
Closed -$368K – 288
2025
Q1 		$368K Buy
2,032
+189
+10% +$37.6K 0.07% 243
2024
Q4 		$386K Buy
+1,843
New +$403K 0.08% 240

Other funds holding IEX

BlackRock
BlackRock New York $5.72T 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 $240B 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

AssuredPartners Investment Advisors's IEX Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,511 shares — an estimated $269K sold.

AssuredPartners Investment Advisors first reported a position in IEX in Q4 2024 and held it in 3 quarters. The position peaked at $386K in Q4 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 1,511 IDEX shares in Q1 2026, an estimated $269K.
  • AssuredPartners Investment Advisors first reported a position in IDEX in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's IDEX position peaked at $386K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.