CTA
IEX icon

Colonial Trust Advisors’s IDEX IEX Stock Holding History

Colonial Trust 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 		$20.4K Buy
+90
New +$19K ﹤0.01% 480
2025
Q1 		– Sell
-35
Closed -$7.33K – 700
2024
Q4 		$7.33K Hold
35
– – ﹤0.01% 523
2024
Q3 		$7.51K Hold
35
– – ﹤0.01% 571
2024
Q2 		$7.04K Hold
35
– – ﹤0.01% 563
2024
Q1 		$8.54K Hold
35
– – ﹤0.01% 620
2023
Q4 		$7.6K Hold
35
– – ﹤0.01% 547
2023
Q3 		$7.28K Hold
35
– – ﹤0.01% 557
2023
Q2 		$7.53K Hold
35
– – ﹤0.01% 568
2023
Q1 		$8.09K Hold
35
– – ﹤0.01% 549
2022
Q4 		$7.99K Buy
+35
New +$7.82K ﹤0.01% 557

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

Colonial Trust Advisors's IEX Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in IDEX (IEX) in Q2 2026: 90 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in IEX as recently as Q4 2024.

Colonial Trust Advisors first reported a position in IEX in Q4 2022 and has held it in 10 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Colonial Trust Advisors held 90 shares of IDEX worth $20.4K as of Q2 2026.
  • IDEX was a new Colonial Trust Advisors position in Q2 2026.
  • IDEX made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #480 holding.
  • Colonial Trust Advisors first reported a position in IDEX in Q4 2022 and has held it in 10 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.