First Horizon Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
653
+12
| +2% | +$2.13K | ﹤0.01% | 672 |
|
|
2025
Q1 | $116K | Sell |
641
-14
| -2% | -$2.79K | ﹤0.01% | 643 |
|
|
2024
Q4 | $137K | Sell |
655
-3
| -0.5% | -$657 | ﹤0.01% | 609 |
|
|
2024
Q3 | $141K | Sell |
658
-70
| -10% | -$14.1K | ﹤0.01% | 627 |
|
|
2024
Q2 | $147K | Buy |
728
+202
| +38% | +$44.1K | ﹤0.01% | 580 |
|
|
2024
Q1 | $128K | Sell |
526
-3
| -0.6% | -$678 | ﹤0.01% | 623 |
|
|
2023
Q4 | $115K | Buy |
529
+37
| +8% | +$7.46K | ﹤0.01% | 625 |
|
|
2023
Q3 | $102K | Sell |
492
-3
| -0.6% | -$651 | ﹤0.01% | 619 |
|
|
2023
Q2 | $107K | Hold |
495
| – | – | ﹤0.01% | 623 |
|
|
2023
Q1 | $114K | Hold |
495
| – | – | ﹤0.01% | 603 |
|
|
2022
Q4 | $113K | Sell |
495
-1
| -0.2% | -$223 | ﹤0.01% | 584 |
|
|
2022
Q3 | $99K | Hold |
496
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $90K | Buy |
496
+376
| +313% | +$70.8K | ﹤0.01% | 713 |
|
|
2022
Q1 | $23K | Sell |
120
-516
| -81% | -$105K | ﹤0.01% | 852 |
|
|
2021
Q4 | $150K | Buy |
636
+10
| +2% | +$2.27K | ﹤0.01% | 562 |
|
|
2021
Q3 | $129K | Buy |
626
+207
| +49% | +$46K | ﹤0.01% | 599 |
|
|
2021
Q2 | $92K | Hold |
419
| – | – | 0.01% | 569 |
|
|
2021
Q1 | $87K | Hold |
419
| – | – | 0.01% | 553 |
|
|
2020
Q4 | $83K | Sell |
419
-44
| -10% | -$8.37K | 0.01% | 468 |
|
|
2020
Q3 | $84K | Buy |
463
+34
| +8% | +$5.89K | 0.01% | 429 |
|
|
2020
Q2 | $67K | Hold |
429
| – | – | 0.01% | 460 |
|
|
2020
Q1 | $59K | Hold |
429
| – | – | 0.01% | 454 |
|
|
2019
Q4 | $73K | Hold |
429
| – | – | 0.01% | 488 |
|
|
2019
Q3 | $70K | Hold |
429
| – | – | 0.01% | 481 |
|
|
2019
Q2 | $73K | Buy |
+429
| New | +$67.4K | 0.01% | 491 |
|
|
2017
Q1 | – | Sell |
-93
| Closed | -$8K | – | 1530 |
|
|
2016
Q4 | $8K | Hold |
93
| – | – | ﹤0.01% | 1053 |
|
|
2016
Q3 | $8K | Buy |
+93
| New | +$8.4K | ﹤0.01% | 1043 |
|
|
2015
Q4 | – | Sell |
-124
| Closed | -$8K | – | 1315 |
|
|
2015
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 1043 |
|
|
2015
Q2 | $9K | Sell |
124
-73
| -37% | -$5.65K | ﹤0.01% | 1059 |
|
|
2015
Q1 | $15K | Buy |
197
+1
| +0.5% | +$75 | ﹤0.01% | 924 |
|
|
2014
Q4 | $15K | Buy |
196
+1
| +0.5% | +$74 | ﹤0.01% | 917 |
|
|
2014
Q3 | $14K | Hold |
195
| – | – | ﹤0.01% | 957 |
|
|
2014
Q2 | $14K | Buy |
195
+1
| +0.5% | +$76 | ﹤0.01% | 945 |
|
|
2014
Q1 | $13K | Buy |
194
+122
| +169% | +$8.88K | ﹤0.01% | 898 |
|
|
2013
Q4 | $4K | Sell |
72
-518
| -88% | -$36K | ﹤0.01% | 1120 |
|
|
2013
Q3 | $38K | Hold |
590
| – | – | 0.01% | 493 |
|
|
2013
Q2 | $32K | Buy |
+590
| New | +$31.5K | 0.02% | 267 |
|
Other funds holding IEX
First Horizon Advisors's IEX Position: Q2 2025 in Review
First Horizon Advisors increased its IDEX (IEX) stake by 1.9% in Q2 2025, buying an estimated $2.13K and bringing the position to 653 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #672.
First Horizon Advisors first reported a position in IEX in Q2 2013 and has held it in 37 quarters since. The position peaked at $150K in Q4 2021. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2025.
- First Horizon Advisors held 653 shares of IDEX worth $115K as of Q2 2025.
- First Horizon Advisors bought 12 IDEX shares in Q2 2025, an estimated $2.13K.
- IDEX made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #672 holding.
- First Horizon Advisors first reported a position in IDEX in Q2 2013 and has held it in 37 quarters since.
- First Horizon Advisors's IDEX position peaked at $150K in Q4 2021.
- 638 funds tracked by Wall St. Rank held IDEX as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.