FFP
IEX icon

FourThought Financial Partners’s IDEX IEX Stock Holding History

FourThought Financial Partners’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
-1,471
Closed -$262K – 453
2025
Q4 		$262K Buy
1,471
+40
+3% +$6.83K 0.02% 367
2025
Q3 		$233K Buy
+1,431
New +$242K 0.02% 429

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FourThought Financial Partners's IEX Position: Q1 2026 in Review

FourThought Financial Partners sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,471 shares — an estimated $262K sold.

FourThought Financial Partners first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 676 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • FourThought Financial Partners reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 1,471 IDEX shares in Q1 2026, an estimated $262K.
  • FourThought Financial Partners first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's IDEX position peaked at $262K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.