Bell Investment Advisors’s IDEX IEX Stock Holding History

Bell 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 Q2	$2.5K	Hold	11	–	–	﹤0.01%	1262
2026 Q1	$2.09K	Hold	11	–	–	﹤0.01%	1323
2025 Q4	$1.96K	Sell	11 -86	-89%	-$14.7K	﹤0.01%	1361
2025 Q3	$15.8K	Sell	97 -6	-6%	-$1.01K	﹤0.01%	482
2025 Q2	$18.1K	Hold	103	–	–	﹤0.01%	456
2025 Q1	$18.6K	Sell	103 -9	-8%	-$1.79K	﹤0.01%	409
2024 Q4	$23.4K	Hold	112	–	–	﹤0.01%	348
2024 Q3	$24K	Hold	112	–	–	﹤0.01%	353
2024 Q2	$22.5K	Hold	112	–	–	﹤0.01%	373
2024 Q1	$27.3K	Hold	112	–	–	0.01%	317
2023 Q4	$24.3K	Hold	112	–	–	0.01%	312
2023 Q3	$23.3K	Sell	112 -3	-3%	-$651	0.01%	283
2023 Q2	$24.8K	Sell	115 -10	-8%	-$2.1K	0.01%	269
2023 Q1	$28.9K	Buy	125 +2	+2%	+$454	0.01%	237
2022 Q4	$28.1K	Hold	123	–	–	0.01%	243
2022 Q3	$25K	Buy	123 +5	+4%	+$1.01K	0.01%	223
2022 Q2	$21K	Buy	+118	New	+$22.2K	0.01%	255
2021 Q4	$28K	Hold	120	–	–	0.01%	246
2021 Q3	$25K	Buy	+120	New	+$26.6K	0.01%	239

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bell Investment Advisors's IEX Position: Q2 2026 in Review

Bell Investment Advisors held its IDEX (IEX) position steady in Q2 2026 at 11 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Bell Investment Advisors first reported a position in IEX in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.9K in Q1 2023. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Bell Investment Advisors held 11 shares of IDEX worth $2.5K as of Q2 2026.
Bell Investment Advisors left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1262 holding.
Bell Investment Advisors first reported a position in IDEX in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's IDEX position peaked at $28.9K in Q1 2023.
691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.