Centerpoint 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
Q2 | $217K | Hold |
958
| – | – | 0.06% | 86 |
|
|
2026
Q1 | $182K | Hold |
958
| – | – | 0.06% | 86 |
|
|
2025
Q4 | $170K | Hold |
958
| – | – | 0.05% | 95 |
|
|
2025
Q3 | $156K | Hold |
958
| – | – | 0.05% | 98 |
|
|
2025
Q2 | $168K | Hold |
958
| – | – | 0.06% | 89 |
|
|
2025
Q1 | $173K | Hold |
958
| – | – | 0.06% | 89 |
|
|
2024
Q4 | $200K | Sell |
958
-44
| -4% | -$9.63K | 0.07% | 91 |
|
|
2024
Q3 | $215K | Hold |
1,002
| – | – | 0.07% | 84 |
|
|
2024
Q2 | $202K | Hold |
1,002
| – | – | 0.07% | 87 |
|
|
2024
Q1 | $245K | Sell |
1,002
-44
| -4% | -$9.94K | 0.09% | 78 |
|
|
2023
Q4 | $227K | Sell |
1,046
-140
| -12% | -$28.2K | 0.09% | 79 |
|
|
2023
Q3 | $247K | Hold |
1,186
| – | – | 0.1% | 79 |
|
|
2023
Q2 | $255K | Hold |
1,186
| – | – | 0.1% | 79 |
|
|
2023
Q1 | $274K | Hold |
1,186
| – | – | 0.12% | 76 |
|
|
2022
Q4 | $271K | Hold |
1,186
| – | – | 0.13% | 72 |
|
|
2022
Q3 | $237K | Sell |
1,186
-15
| -1% | -$3.03K | 0.13% | 70 |
|
|
2022
Q2 | $218K | Sell |
1,201
-630
| -34% | -$119K | 0.11% | 77 |
|
|
2022
Q1 | $351K | Sell |
1,831
-168
| -8% | -$34.1K | 0.16% | 56 |
|
|
2021
Q4 | $472K | Hold |
1,999
| – | – | 0.21% | 47 |
|
|
2021
Q3 | $414K | Hold |
1,999
| – | – | 0.2% | 50 |
|
|
2021
Q2 | $440K | Hold |
1,999
| – | – | 0.21% | 51 |
|
|
2021
Q1 | $418K | Hold |
1,999
| – | – | 0.25% | 33 |
|
|
2020
Q4 | $398K | Hold |
1,999
| – | – | 0.26% | 32 |
|
|
2020
Q3 | $365K | Sell |
1,999
-14
| -0.7% | -$2.42K | 0.27% | 33 |
|
|
2020
Q2 | $318K | Buy |
2,013
+14
| +0.7% | +$2.14K | 0.26% | 35 |
|
|
2020
Q1 | $276K | Hold |
1,999
| – | – | 0.27% | 30 |
|
|
2019
Q4 | $344K | Sell |
1,999
-136
| -6% | -$22K | 0.25% | 32 |
|
|
2019
Q3 | $350K | Hold |
2,135
| – | – | 0.28% | 31 |
|
|
2019
Q2 | $368K | Hold |
2,135
| – | – | 0.29% | 30 |
|
|
2019
Q1 | $324K | Hold |
2,135
| – | – | 0.28% | 32 |
|
|
2018
Q4 | $270K | Hold |
2,135
| – | – | 0.26% | 34 |
|
|
2018
Q3 | $322K | Hold |
2,135
| – | – | 0.25% | 28 |
|
|
2018
Q2 | $291K | Hold |
2,135
| – | – | 0.24% | 30 |
|
|
2018
Q1 | $304K | Sell |
2,135
-165
| -7% | -$23K | 0.26% | 27 |
|
|
2017
Q4 | $304K | Buy |
+2,300
| New | +$296K | 0.27% | 24 |
|
Other funds holding IEX
Centerpoint Advisors's IEX Position: Q2 2026 in Review
Centerpoint Advisors held its IDEX (IEX) position steady in Q2 2026 at 958 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #86.
Centerpoint Advisors first reported a position in IEX in Q4 2017 and has held it in 35 quarters since. The position peaked at $472K in Q4 2021. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Centerpoint Advisors held 958 shares of IDEX worth $217K as of Q2 2026.
- Centerpoint Advisors left its IDEX share count unchanged in Q2 2026.
- IDEX made up 0.06% of Centerpoint Advisors's portfolio in Q2 2026, its #86 holding.
- Centerpoint Advisors first reported a position in IDEX in Q4 2017 and has held it in 35 quarters since.
- Centerpoint Advisors's IDEX position peaked at $472K in Q4 2021.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.