CAPTRUST Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.29M | Buy |
12,065
+62
| +0.5% | +$12.2K | ﹤0.01% | 1145 |
|
|
2025
Q4 | $2.14M | Buy |
12,003
+1,660
| +16% | +$284K | ﹤0.01% | 1066 |
|
|
2025
Q3 | $1.68M | Sell |
10,343
-3,559
| -26% | -$601K | ﹤0.01% | 1112 |
|
|
2025
Q2 | $2.44M | Sell |
13,902
-1,890
| -12% | -$335K | 0.01% | 889 |
|
|
2025
Q1 | $2.86M | Buy |
15,792
+185
| +1% | +$36.8K | 0.01% | 763 |
|
|
2024
Q4 | $3.27M | Buy |
15,607
+563
| +4% | +$123K | 0.01% | 675 |
|
|
2024
Q3 | $3.23M | Sell |
15,044
-2,214
| -13% | -$446K | 0.01% | 672 |
|
|
2024
Q2 | $3.47M | Sell |
17,258
-2,622
| -13% | -$573K | 0.01% | 609 |
|
|
2024
Q1 | $4.85M | Sell |
19,880
-677
| -3% | -$153K | 0.02% | 513 |
|
|
2023
Q4 | $4.46M | Sell |
20,557
-1,940
| -9% | -$391K | 0.02% | 596 |
|
|
2023
Q3 | $4.68M | Buy |
22,497
+16,236
| +259% | +$3.52M | 0.02% | 534 |
|
|
2023
Q2 | $1.35M | Sell |
6,261
-82
| -1% | -$17.2K | 0.01% | 1021 |
|
|
2023
Q1 | $1.47M | Sell |
6,343
-594
| -9% | -$135K | 0.01% | 853 |
|
|
2022
Q4 | $1.58M | Buy |
6,937
+373
| +6% | +$83.4K | 0.01% | 789 |
|
|
2022
Q3 | $1.31M | Buy |
6,564
+3,159
| +93% | +$639K | 0.01% | 816 |
|
|
2022
Q2 | $618K | Sell |
3,405
-3,577
| -51% | -$674K | ﹤0.01% | 1051 |
|
|
2022
Q1 | $1.34M | Buy |
6,982
+4,290
| +159% | +$870K | 0.01% | 733 |
|
|
2021
Q4 | $636K | Sell |
2,692
-243
| -8% | -$55.2K | ﹤0.01% | 1006 |
|
|
2021
Q3 | $607K | Sell |
2,935
-12
| -0.4% | -$2.66K | 0.01% | 949 |
|
|
2021
Q2 | $648K | Sell |
2,947
-29
| -1% | -$6.41K | 0.01% | 897 |
|
|
2021
Q1 | $623K | Buy |
2,976
+583
| +24% | +$116K | 0.01% | 872 |
|
|
2020
Q4 | $477K | Sell |
2,393
-5
| -0.2% | -$951 | 0.01% | 853 |
|
|
2020
Q3 | $427K | Buy |
2,398
+260
| +12% | +$45K | 0.01% | 758 |
|
|
2020
Q2 | $333K | Buy |
2,138
+1,493
| +231% | +$228K | 0.01% | 836 |
|
|
2020
Q1 | $86K | Buy |
+645
| New | +$101K | ﹤0.01% | 1183 |
|
|
2019
Q4 | – | Sell |
-632
| Closed | -$104K | – | 1375 |
|
|
2019
Q3 | $104K | Hold |
632
| – | – | ﹤0.01% | 768 |
|
|
2019
Q2 | $109K | Sell |
632
-4
| -0.6% | -$628 | ﹤0.01% | 725 |
|
|
2019
Q1 | $97K | Buy |
636
+72
| +13% | +$10.2K | ﹤0.01% | 711 |
|
|
2018
Q4 | $71K | Sell |
564
-9
| -2% | -$1.21K | ﹤0.01% | 677 |
|
|
2018
Q3 | $86K | Sell |
573
-22
| -4% | -$3.28K | ﹤0.01% | 645 |
|
|
2018
Q2 | $81K | Buy |
595
+102
| +21% | +$14.2K | ﹤0.01% | 559 |
|
|
2018
Q1 | $69K | Buy |
493
+18
| +4% | +$2.51K | ﹤0.01% | 527 |
|
|
2017
Q4 | $63K | Buy |
+475
| New | +$61.1K | ﹤0.01% | 544 |
|
Other funds holding IEX
VCM
VPM
CAPTRUST Financial Advisors's IEX Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its IDEX (IEX) stake by 0.52% in Q1 2026, buying an estimated $12.2K and bringing the position to 12,065 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.
CAPTRUST Financial Advisors first reported a position in IEX in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.85M in Q1 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- CAPTRUST Financial Advisors held 12,065 shares of IDEX worth $2.29M as of Q1 2026.
- CAPTRUST Financial Advisors bought 62 IDEX shares in Q1 2026, an estimated $12.2K.
- IDEX made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1145 holding.
- CAPTRUST Financial Advisors first reported a position in IDEX in Q4 2017 and has held it in 33 quarters since.
- CAPTRUST Financial Advisors's IDEX position peaked at $4.85M in Q1 2024.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.