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Crewe Advisors’s IDEX IEX Stock Holding History

Crewe 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 		$6.81K Hold
30
– – ﹤0.01% 826
2026
Q1 		$5.69K Hold
30
– – ﹤0.01% 756
2025
Q4 		$5.34K Hold
30
– – ﹤0.01% 716
2025
Q3 		$4.88K Buy
30
+28
+1,400% +$4.73K ﹤0.01% 733
2025
Q2 		$352 Hold
2
– – ﹤0.01% 680
2025
Q1 		$362 Hold
2
– – ﹤0.01% 654
2024
Q4 		$419 Sell
2
-16
-89% -$3.5K ﹤0.01% 576
2024
Q3 		$3.86K Hold
18
– – ﹤0.01% 597
2024
Q2 		$3.62K Hold
18
– – ﹤0.01% 843
2024
Q1 		$4.39K Buy
+18
New +$4.07K ﹤0.01% 752
2023
Q3 		– Sell
-2
Closed -$431 – 739
2023
Q2 		$431 Buy
+2
New +$420 ﹤0.01% 643
2023
Q1 		– Sell
-19
Closed -$4.34K – 931
2022
Q4 		$4.34K Sell
19
-24
-56% -$5.36K ﹤0.01% 702
2022
Q3 		$9K Hold
43
– – ﹤0.01% 694
2022
Q2 		$8K Buy
+43
New +$8.1K ﹤0.01% 658

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

Crewe Advisors's IEX Position: Q2 2026 in Review

Crewe Advisors held its IDEX (IEX) position steady in Q2 2026 at 30 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Crewe Advisors first reported a position in IEX in Q2 2022 and has held it in 14 quarters since. The position peaked at $9K in Q3 2022. 686 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Crewe Advisors held 30 shares of IDEX worth $6.81K as of Q2 2026.
  • Crewe Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #826 holding.
  • Crewe Advisors first reported a position in IDEX in Q2 2022 and has held it in 14 quarters since.
  • Crewe Advisors's IDEX position peaked at $9K in Q3 2022.
  • 686 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.