Elevated Capital Advisors’s IDEX IEX Stock Holding History

Elevated Capital 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 Q1	–	Sell	-1	Closed	-$178	–	858
2025 Q4	$178	Buy	+1	New	+$171	﹤0.01%	813

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Elevated Capital Advisors's IEX Position: Q1 2026 in Review

Elevated Capital Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 1 share — an estimated $178 sold.

Elevated Capital Advisors first reported a position in IEX in Q4 2025 and held it in 1 quarter. The position peaked at $178 in Q4 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Elevated Capital Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 1 IDEX share in Q1 2026, an estimated $178.
Elevated Capital Advisors first reported a position in IDEX in Q4 2025 and held it in 1 quarter.
Elevated Capital Advisors's IDEX position peaked at $178 in Q4 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.