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Clearstead Advisors’s IDEX IEX Stock Holding History

Clearstead Advisors’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 		$15.2K Buy
67
+34
+103% +$7.19K ﹤0.01% 1867
2026
Q1 		$6.26K Sell
33
-234
-88% -$46.2K ﹤0.01% 1696
2025
Q4 		$47.5K Buy
267
+156
+141% +$26.7K ﹤0.01% 1424
2025
Q3 		$18.1K Buy
111
+24
+28% +$4.05K ﹤0.01% 1695
2025
Q2 		$15.3K Buy
87
+79
+988% +$14K ﹤0.01% 1736
2025
Q1 		$1.45K Hold
8
– – ﹤0.01% 1944
2024
Q4 		$1.68K Sell
8
-325
-98% -$71.1K ﹤0.01% 1868
2024
Q3 		$71.4K Sell
333
-10
-3% -$2.02K ﹤0.01% 1118
2024
Q2 		$69K Buy
343
+20
+6% +$4.37K ﹤0.01% 1084
2024
Q1 		$72.8K Buy
323
+40
+14% +$9.03K ﹤0.01% 677
2023
Q4 		$61.4K Sell
283
-9
-3% -$1.81K ﹤0.01% 695
2023
Q3 		$60.7K Sell
292
-131
-31% -$28.4K ﹤0.01% 657
2023
Q2 		$91.1K Buy
423
+140
+49% +$29.4K 0.01% 600
2023
Q1 		$65.4K Buy
283
+255
+911% +$57.9K ﹤0.01% 605
2022
Q4 		$6.39K Hold
28
– – ﹤0.01% 959
2022
Q3 		$6K Buy
+28
New +$5.66K ﹤0.01% 953
2022
Q1 		– Sell
-3
Closed -$1K – 1418
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1185
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1213
2021
Q2 		$1K Sell
3
-12
-80% -$2.65K ﹤0.01% 1156
2021
Q1 		$3K Buy
+15
New +$2.97K ﹤0.01% 921

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

Clearstead Advisors's IEX Position: Q2 2026 in Review

Clearstead Advisors increased its IDEX (IEX) stake by 103% in Q2 2026, buying an estimated $7.19K and bringing the position to 67 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Clearstead Advisors first reported a position in IEX in Q1 2021 and has held it in 20 quarters since. The position peaked at $91.1K in Q2 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Clearstead Advisors held 67 shares of IDEX worth $15.2K as of Q2 2026.
  • Clearstead Advisors bought 34 IDEX shares in Q2 2026, an estimated $7.19K.
  • IDEX made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1867 holding.
  • Clearstead Advisors first reported a position in IDEX in Q1 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's IDEX position peaked at $91.1K in Q2 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.