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Capital Advisors Ltd’s IDEX IEX Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
5
– – ﹤0.01% 1245
2026
Q1 		$1K Hold
5
– – ﹤0.01% 1233
2025
Q4 		$1K Buy
+5
New +$854 ﹤0.01% 1210
2024
Q3 		– Sell
-99
Closed -$20K – 1487
2024
Q2 		$20K Buy
99
+53
+115% +$11.6K ﹤0.01% 596
2024
Q1 		$11K Buy
46
+32
+229% +$7.23K ﹤0.01% 697
2023
Q4 		$3K Buy
14
+7
+100% +$1.41K ﹤0.01% 939
2023
Q3 		$1K Hold
7
– – ﹤0.01% 1147
2023
Q2 		$2K Sell
7
-29
-81% -$6.1K ﹤0.01% 1022
2023
Q1 		$8K Hold
36
– – ﹤0.01% 591
2022
Q4 		$8K Hold
36
– – ﹤0.01% 586
2022
Q3 		$7K Buy
36
+25
+227% +$5.05K ﹤0.01% 580
2022
Q2 		$2K Hold
11
– – ﹤0.01% 669
2022
Q1 		$2K Buy
+11
New +$2.23K ﹤0.01% 641

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

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

Capital Advisors Ltd held its IDEX (IEX) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Capital Advisors Ltd first reported a position in IEX in Q1 2022 and has held it in 13 quarters since. The position peaked at $20K in Q2 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Capital Advisors Ltd held 5 shares of IDEX worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1245 holding.
  • Capital Advisors Ltd first reported a position in IDEX in Q1 2022 and has held it in 13 quarters since.
  • Capital Advisors Ltd's IDEX position peaked at $20K in Q2 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.