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Cadent Capital Advisors’s IDEX IEX Stock Holding History

Cadent 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 		$243K Hold
1,071
– – 0.05% 177
2026
Q1 		$203K Buy
+1,071
New +$211K 0.05% 183
2025
Q3 		– Sell
-1,482
Closed -$260K – 203
2025
Q2 		$260K Hold
1,482
– – 0.08% 137
2025
Q1 		$268K Hold
1,482
– – 0.1% 118
2024
Q4 		$310K Hold
1,482
– – 0.11% 116
2024
Q3 		$318K Buy
+1,482
New +$299K 0.1% 118
2024
Q2 		– Sell
-867
Closed -$212K – 148
2024
Q1 		$212K Buy
+867
New +$196K 0.08% 128
2023
Q2 		– Sell
-867
Closed -$200K – 143
2023
Q1 		$200K Buy
+867
New +$197K 0.09% 125
2022
Q1 		– Sell
-867
Closed -$205K – 138
2021
Q4 		$205K Buy
+867
New +$197K 0.09% 122

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

Cadent Capital Advisors's IEX Position: Q2 2026 in Review

Cadent Capital Advisors held its IDEX (IEX) position steady in Q2 2026 at 1,071 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #177.

Cadent Capital Advisors first reported a position in IEX in Q4 2021 and has held it in 9 quarters since. The position peaked at $318K in Q3 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Cadent Capital Advisors held 1,071 shares of IDEX worth $243K as of Q2 2026.
  • Cadent Capital Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.05% of Cadent Capital Advisors's portfolio in Q2 2026, its #177 holding.
  • Cadent Capital Advisors first reported a position in IDEX in Q4 2021 and has held it in 9 quarters since.
  • Cadent Capital Advisors's IDEX position peaked at $318K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.