Creative Planning’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 | $12.9M | Buy |
56,903
+15,188
| +36% | +$3.21M | 0.01% | 714 |
|
|
2026
Q1 | $7.91M | Buy |
41,715
+12,215
| +41% | +$2.41M | 0.01% | 853 |
|
|
2025
Q4 | $5.25M | Buy |
29,500
+15,931
| +117% | +$2.72M | ﹤0.01% | 978 |
|
|
2025
Q3 | $2.21M | Buy |
13,569
+1,444
| +12% | +$244K | ﹤0.01% | 1467 |
|
|
2025
Q2 | $2.13M | Buy |
12,125
+5,724
| +89% | +$1.01M | ﹤0.01% | 1264 |
|
|
2025
Q1 | $1.16M | Buy |
6,401
+456
| +8% | +$90.8K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $1.24M | Buy |
5,945
+921
| +18% | +$202K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $1.08M | Sell |
5,024
-323
| -6% | -$65.1K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $1.08M | Buy |
5,347
+407
| +8% | +$88.9K | ﹤0.01% | 1355 |
|
|
2024
Q1 | $1.21M | Buy |
4,940
+468
| +10% | +$106K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $971K | Buy |
4,472
+188
| +4% | +$37.9K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $891K | Buy |
4,284
+116
| +3% | +$25.2K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $897K | Sell |
4,168
-154
| -4% | -$32.4K | ﹤0.01% | 1186 |
|
|
2023
Q1 | $999K | Buy |
4,322
+371
| +9% | +$84.2K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $902K | Buy |
3,951
+505
| +15% | +$113K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $689K | Buy |
3,446
+585
| +20% | +$118K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $520K | Sell |
2,861
-177
| -6% | -$33.4K | ﹤0.01% | 1293 |
|
|
2022
Q1 | $583K | Buy |
3,038
+58
| +2% | +$11.8K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $704K | Buy |
2,980
+32
| +1% | +$7.27K | ﹤0.01% | 1117 |
|
|
2021
Q3 | $610K | Buy |
2,948
+69
| +2% | +$15.3K | ﹤0.01% | 1192 |
|
|
2021
Q2 | $634K | Sell |
2,879
-492
| -15% | -$109K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $706K | Sell |
3,371
-72
| -2% | -$14.3K | ﹤0.01% | 1223 |
|
|
2020
Q4 | $686K | Sell |
3,443
-1,042
| -23% | -$198K | ﹤0.01% | 1140 |
|
|
2020
Q3 | $818K | Buy |
4,485
+596
| +15% | +$103K | ﹤0.01% | 890 |
|
|
2020
Q2 | $615K | Sell |
3,889
-1,066
| -22% | -$163K | ﹤0.01% | 940 |
|
|
2020
Q1 | $684K | Sell |
4,955
-296
| -6% | -$46.4K | ﹤0.01% | 801 |
|
|
2019
Q4 | $903K | Sell |
5,251
-210
| -4% | -$34K | ﹤0.01% | 832 |
|
|
2019
Q3 | $895K | Buy |
5,461
+239
| +5% | +$39.7K | ﹤0.01% | 806 |
|
|
2019
Q2 | $899K | Sell |
5,222
-288
| -5% | -$45.2K | ﹤0.01% | 798 |
|
|
2019
Q1 | $836K | Buy |
5,510
+115
| +2% | +$16.3K | ﹤0.01% | 796 |
|
|
2018
Q4 | $681K | Buy |
5,395
+898
| +20% | +$120K | ﹤0.01% | 820 |
|
|
2018
Q3 | $678K | Buy |
4,497
+843
| +23% | +$126K | ﹤0.01% | 924 |
|
|
2018
Q2 | $499K | Buy |
3,654
+171
| +5% | +$23.9K | ﹤0.01% | 1072 |
|
|
2018
Q1 | $496K | Sell |
3,483
-13
| -0.4% | -$1.81K | ﹤0.01% | 1093 |
|
|
2017
Q4 | $461K | Buy |
3,496
+505
| +17% | +$65K | ﹤0.01% | 1129 |
|
|
2017
Q3 | $363K | Buy |
2,991
+168
| +6% | +$19.6K | ﹤0.01% | 1218 |
|
|
2017
Q2 | $319K | Buy |
2,823
+1,401
| +99% | +$147K | ﹤0.01% | 1257 |
|
|
2017
Q1 | $133K | Buy |
1,422
+59
| +4% | +$5.42K | ﹤0.01% | 1769 |
|
|
2016
Q4 | $123K | Buy |
1,363
+37
| +3% | +$3.35K | ﹤0.01% | 1722 |
|
|
2016
Q3 | $124K | Buy |
1,326
+502
| +61% | +$45.3K | ﹤0.01% | 1701 |
|
|
2016
Q2 | $68K | Buy |
824
+430
| +109% | +$35.8K | ﹤0.01% | 1929 |
|
|
2016
Q1 | $33K | Sell |
394
-33
| -8% | -$2.48K | ﹤0.01% | 2388 |
|
|
2015
Q4 | $33K | Buy |
427
+342
| +402% | +$26.2K | ﹤0.01% | 2446 |
|
|
2015
Q3 | $6K | Buy |
+85
| New | +$6.26K | ﹤0.01% | 3515 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | – | – | 1973 |
|
|
2015
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4302 |
|
|
2014
Q4 | $0 | Sell |
6
-23
| -79% | -$1.71K | ﹤0.01% | 4242 |
|
|
2014
Q3 | $2K | Buy |
29
+23
| +383% | +$1.77K | ﹤0.01% | 3661 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3858 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3690 |
|
|
2013
Q4 | $0 | Sell |
6
-72
| -92% | -$5K | ﹤0.01% | 3381 |
|
|
2013
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 2728 |
|
|
2013
Q2 | $4K | Buy |
+78
| New | +$4.16K | ﹤0.01% | 2619 |
|
Other funds holding IEX
Creative Planning's IEX Position: Q2 2026 in Review
Creative Planning increased its IDEX (IEX) stake by 36% in Q2 2026, buying an estimated $3.21M and bringing the position to 56,903 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #714.
Creative Planning first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Creative Planning held 56,903 shares of IDEX worth $12.9M as of Q2 2026.
- Creative Planning bought 15,188 IDEX shares in Q2 2026, an estimated $3.21M.
- IDEX made up 0.01% of Creative Planning's portfolio in Q2 2026, its #714 holding.
- Creative Planning first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
- 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.