Checchi Capital Advisers’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 | $347K | Buy |
1,530
+27
| +2% | +$5.71K | 0.02% | 445 |
|
|
2026
Q1 | $285K | Buy |
1,503
+273
| +22% | +$53.9K | 0.01% | 484 |
|
|
2025
Q4 | $219K | Sell |
1,230
-135
| -10% | -$23.1K | 0.01% | 511 |
|
|
2025
Q3 | $222K | Buy |
1,365
+12
| +0.9% | +$2.03K | 0.01% | 514 |
|
|
2025
Q2 | $238K | Hold |
1,353
| – | – | 0.01% | 517 |
|
|
2025
Q1 | $245K | Sell |
1,353
-15
| -1% | -$2.99K | 0.01% | 510 |
|
|
2024
Q4 | $286K | Sell |
1,368
-29
| -2% | -$6.35K | 0.02% | 449 |
|
|
2024
Q3 | $300K | Buy |
1,397
+12
| +0.9% | +$2.42K | 0.02% | 448 |
|
|
2024
Q2 | $279K | Buy |
1,385
+67
| +5% | +$14.6K | 0.01% | 461 |
|
|
2024
Q1 | $322K | Sell |
1,318
-8
| -0.6% | -$1.81K | 0.03% | 426 |
|
|
2023
Q4 | $288K | Sell |
1,326
-93
| -7% | -$18.8K | 0.02% | 436 |
|
|
2023
Q3 | $295K | Sell |
1,419
-76
| -5% | -$16.5K | 0.03% | 405 |
|
|
2023
Q2 | $322K | Buy |
1,495
+58
| +4% | +$12.2K | 0.03% | 409 |
|
|
2023
Q1 | $332K | Sell |
1,437
-2
| -0.1% | -$454 | 0.03% | 382 |
|
|
2022
Q4 | $329K | Sell |
1,439
-24
| -2% | -$5.36K | 0.03% | 370 |
|
|
2022
Q3 | $292K | Buy |
1,463
+36
| +3% | +$7.28K | 0.03% | 398 |
|
|
2022
Q2 | $298K | Sell |
1,427
-17
| -1% | -$3.2K | 0.03% | 426 |
|
|
2022
Q1 | $277K | Buy |
1,444
+93
| +7% | +$18.9K | 0.02% | 428 |
|
|
2021
Q4 | $319K | Sell |
1,351
-63
| -4% | -$14.3K | 0.03% | 373 |
|
|
2021
Q3 | $293K | Buy |
1,414
+99
| +8% | +$22K | 0.03% | 373 |
|
|
2021
Q2 | $289K | Buy |
1,315
+46
| +4% | +$10.2K | 0.03% | 382 |
|
|
2021
Q1 | $266K | Buy |
1,269
+48
| +4% | +$9.52K | 0.03% | 406 |
|
|
2020
Q4 | $243K | Buy |
1,221
+45
| +4% | +$8.55K | 0.03% | 403 |
|
|
2020
Q3 | $215K | Sell |
1,176
-138
| -11% | -$23.9K | 0.02% | 388 |
|
|
2020
Q2 | $208K | Buy |
+1,314
| New | +$201K | 0.02% | 400 |
|
|
2019
Q2 | – | Sell |
-1,319
| Closed | -$200K | – | 437 |
|
|
2019
Q1 | $200K | Buy |
+1,319
| New | +$186K | 0.02% | 391 |
|
|
2018
Q4 | – | Sell |
-1,452
| Closed | -$219K | – | 410 |
|
|
2018
Q3 | $219K | Buy |
+1,452
| New | +$216K | 0.03% | 390 |
|
|
2016
Q3 | – | Sell |
-1,589
| Closed | -$130K | – | 780 |
|
|
2016
Q2 | $130K | Sell |
1,589
-10
| -0.6% | -$832 | 0.01% | 479 |
|
|
2016
Q1 | $133K | Buy |
+1,599
| New | +$120K | 0.03% | 474 |
|
Other funds holding IEX
FAM
BTW
ATO
Checchi Capital Advisers's IEX Position: Q2 2026 in Review
Checchi Capital Advisers increased its IDEX (IEX) stake by 1.8% in Q2 2026, buying an estimated $5.71K and bringing the position to 1,530 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #445.
Checchi Capital Advisers first reported a position in IEX in Q1 2016 and has held it in 29 quarters since. 320 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Checchi Capital Advisers held 1,530 shares of IDEX worth $347K as of Q2 2026.
- Checchi Capital Advisers bought 27 IDEX shares in Q2 2026, an estimated $5.71K.
- IDEX made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #445 holding.
- Checchi Capital Advisers first reported a position in IDEX in Q1 2016 and has held it in 29 quarters since.
- 320 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.