HWA
IEX icon

Heritage Wealth Advisors’s IDEX IEX Stock Holding History

Heritage 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 		$7.94K Hold
35
– – ﹤0.01% 537
2026
Q1 		$6.63K Buy
+35
New +$6.91K ﹤0.01% 548
2022
Q3 		– Sell
-530
Closed -$96K – 548
2022
Q2 		$96K Buy
+530
New +$99.9K 0.01% 263
2019
Q3 		– Sell
-41
Closed -$7.06K – 450
2019
Q2 		$7.06K Hold
41
– – ﹤0.01% 407
2019
Q1 		$6.22K Buy
+41
New +$5.8K ﹤0.01% 379

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

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

Heritage Wealth Advisors held its IDEX (IEX) position steady in Q2 2026 at 35 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Heritage Wealth Advisors first reported a position in IEX in Q1 2019 and has held it in 5 quarters since. The position peaked at $96K in Q2 2022. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Heritage Wealth Advisors held 35 shares of IDEX worth $7.94K as of Q2 2026.
  • Heritage Wealth Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • Heritage Wealth Advisors first reported a position in IDEX in Q1 2019 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's IDEX position peaked at $96K in Q2 2022.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.