Cetera Investment Advisers
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Cetera Investment Advisers’s IDEX IEX Stock Holding History

Cetera Investment Advisers’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
Q1 		$531K Sell
2,800
-502
-15% -$99.1K ﹤0.01% 3453
2025
Q4 		$588K Sell
3,302
-10,167
-75% -$1.74M ﹤0.01% 3284
2025
Q3 		$2.19M Buy
13,469
+8,161
+154% +$1.38M ﹤0.01% 2091
2025
Q2 		$932K Buy
5,308
+653
+14% +$116K ﹤0.01% 2435
2025
Q1 		$842K Sell
4,655
-212
-4% -$42.2K ﹤0.01% 2404
2024
Q4 		$1.02M Buy
4,867
+758
+18% +$166K ﹤0.01% 2144
2024
Q3 		$881K Sell
4,109
-790
-16% -$159K ﹤0.01% 2211
2024
Q2 		$986K Sell
4,899
-2,003
-29% -$438K ﹤0.01% 2086
2024
Q1 		$1.68M Buy
6,902
+5,182
+301% +$1.17M ﹤0.01% 1685
2023
Q4 		$373K Buy
1,720
+237
+16% +$47.8K ﹤0.01% 1653
2023
Q3 		$309K Sell
1,483
-605
-29% -$131K ﹤0.01% 1706
2023
Q2 		$450K Sell
2,088
-2,073
-50% -$436K ﹤0.01% 1507
2023
Q1 		$961K Sell
4,161
-52
-1% -$11.8K 0.01% 1051
2022
Q4 		$962K Buy
4,213
+2,194
+109% +$490K 0.01% 1006
2022
Q3 		$404K Sell
2,019
-330
-14% -$66.7K 0.01% 1091
2022
Q2 		$427K Buy
2,349
+176
+8% +$33.2K 0.01% 1203
2022
Q1 		$417K Sell
2,173
-16
-0.7% -$3.25K 0.01% 1283
2021
Q4 		$517K Buy
2,189
+639
+41% +$145K 0.01% 1166
2021
Q3 		$321K Buy
1,550
+101
+7% +$22.4K 0.01% 1393
2021
Q2 		$319K Buy
1,449
+493
+52% +$109K 0.01% 1374
2021
Q1 		$200K Buy
+956
New +$190K ﹤0.01% 1486
2020
Q3 		– Sell
-1,469
Closed -$232K – 655
2020
Q2 		$232K Buy
+1,469
New +$225K 0.02% 539

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Investment Advisers's IEX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its IDEX (IEX) stake by 15% in Q1 2026, selling an estimated $99.1K and leaving 2,800 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Cetera Investment Advisers first reported a position in IEX in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.19M in Q3 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Cetera Investment Advisers held 2,800 shares of IDEX worth $531K as of Q1 2026.
  • Cetera Investment Advisers sold 502 IDEX shares in Q1 2026, an estimated $99.1K.
  • IDEX made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3453 holding.
  • Cetera Investment Advisers first reported a position in IDEX in Q2 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's IDEX position peaked at $2.19M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.