CIA
IEX icon

Compass Ion Advisors’s IDEX IEX Stock Holding History

Compass Ion 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 		$1.12M Hold
4,922
– – 0.1% 111
2026
Q1 		$933K Hold
4,922
– – 0.09% 118
2025
Q4 		$876K Hold
4,922
– – 0.08% 121
2025
Q3 		$801K Hold
4,922
– – 0.08% 134
2025
Q2 		$864K Sell
4,922
-2
-0% -$355 0.09% 116
2025
Q1 		$891K Buy
4,924
+2
+0% +$398 0.11% 108
2024
Q4 		$1.03M Sell
4,922
-180
-4% -$39.4K 0.12% 97
2024
Q3 		$1.09M Buy
5,102
+555
+12% +$112K 0.13% 91
2024
Q2 		$1.11M Hold
4,547
– – 0.16% 81
2024
Q1 		$1.11M Sell
4,547
-2,675
-37% -$604K 0.16% 82
2023
Q4 		$1.57M Sell
7,222
-1
-0% -$202 0.24% 61
2023
Q3 		$1.5M Buy
+7,223
New +$1.57M 0.26% 58

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

Compass Ion Advisors's IEX Position: Q2 2026 in Review

Compass Ion Advisors held its IDEX (IEX) position steady in Q2 2026 at 4,922 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #111.

Compass Ion Advisors first reported a position in IEX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q4 2023. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Compass Ion Advisors held 4,922 shares of IDEX worth $1.12M as of Q2 2026.
  • Compass Ion Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.1% of Compass Ion Advisors's portfolio in Q2 2026, its #111 holding.
  • Compass Ion Advisors first reported a position in IDEX in Q3 2023 and has held it in 12 quarters since.
  • Compass Ion Advisors's IDEX position peaked at $1.57M in Q4 2023.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.