Financial Advisors Network’s IDEX IEX Stock Holding History

Financial Advisors Network’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
2021 Q1	–	Sell	-1,088	Closed	-$217K	–	118
2020 Q4	$217K	Buy	+1,088	New	+$207K	0.07%	108
2019 Q4	–	Sell	-1,464	Closed	-$240K	–	114
2019 Q3	$240K	Buy	+1,464	New	+$243K	0.12%	98
2017 Q1	–	Sell	-44	Closed	-$4.06K	–	259
2016 Q4	$4.06K	Buy	+44	New	+$3.98K	﹤0.01%	358

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Financial Advisors Network's IEX Position: Q1 2021 in Review

Financial Advisors Network sold out of IDEX (IEX) in Q1 2021, closing a stake of 1,088 shares — an estimated $217K sold.

Financial Advisors Network first reported a position in IEX in Q4 2016 and held it in 3 quarters. The position peaked at $240K in Q3 2019. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

Financial Advisors Network reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
Financial Advisors Network sold 1,088 IDEX shares in Q1 2021, an estimated $217K.
Financial Advisors Network first reported a position in IDEX in Q4 2016 and held it in 3 quarters.
Financial Advisors Network's IDEX position peaked at $240K in Q3 2019.
535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Financial Advisors Network's 13F filing for Q1 2021, filed 14 May 2021.