EWA
IEX icon

EverSource Wealth Advisors’s IDEX IEX Stock Holding History

EverSource Wealth 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 		$304K Sell
1,341
-105
-7% -$22.2K 0.01% 792
2026
Q1 		$274K Buy
1,446
+56
+4% +$11.1K 0.01% 889
2025
Q4 		$247K Buy
1,390
+122
+10% +$20.8K 0.01% 848
2025
Q3 		$206K Buy
1,268
+225
+22% +$38K 0.01% 891
2025
Q2 		$183K Buy
1,043
+304
+41% +$53.9K 0.01% 896
2025
Q1 		$134K Buy
739
+149
+25% +$29.7K 0.01% 807
2024
Q4 		$123K Buy
590
+196
+50% +$42.9K 0.01% 842
2024
Q3 		$84.5K Buy
394
+50
+15% +$10.1K 0.01% 855
2024
Q2 		$71.7K Buy
344
+57
+20% +$12.5K ﹤0.01% 931
2024
Q1 		$63.3K Buy
287
+80
+39% +$18.1K 0.01% 881
2023
Q4 		$45.1K Hold
207
– – ﹤0.01% 940
2023
Q3 		$43.1K Buy
207
+43
+26% +$9.33K ﹤0.01% 868
2023
Q2 		$35.3K Buy
164
+50
+44% +$10.5K ﹤0.01% 965
2023
Q1 		$26.3K Buy
114
+54
+90% +$12.3K ﹤0.01% 987
2022
Q4 		$13.7K Sell
60
-5
-8% -$1.12K ﹤0.01% 1204
2022
Q3 		$13K Sell
65
-10
-13% -$2.02K ﹤0.01% 1043
2022
Q2 		$14K Sell
75
-16
-18% -$3.02K ﹤0.01% 931
2022
Q1 		$18K Sell
91
-42
-32% -$8.52K ﹤0.01% 738
2021
Q4 		$31K Buy
+133
New +$30.2K 0.01% 524

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

EverSource Wealth Advisors's IEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its IDEX (IEX) stake by 7.3% in Q2 2026, selling an estimated $22.2K and leaving 1,341 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #792.

EverSource Wealth Advisors first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • EverSource Wealth Advisors held 1,341 shares of IDEX worth $304K as of Q2 2026.
  • EverSource Wealth Advisors sold 105 IDEX shares in Q2 2026, an estimated $22.2K.
  • IDEX made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #792 holding.
  • EverSource Wealth Advisors first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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