HighTower Advisors
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HighTower Advisors’s IDEX IEX Stock Holding History

HighTower 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
2018
Q1 		– Sell
-14,100
Closed -$1K – 2265
2017
Q4 		$1K Hold
14,100
– – ﹤0.01% 2254
2017
Q3 		$8K Buy
+14,100
New +$1.65M ﹤0.01% 2154

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

HighTower Advisors's IEX Position: Q2 2026 in Review

HighTower Advisors reduced its IDEX (IEX) stake by 42% in Q2 2026, selling an estimated $382K and leaving 2,479 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

HighTower Advisors first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.14M in Q1 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • HighTower Advisors held 2,479 shares of IDEX worth $563K as of Q2 2026.
  • HighTower Advisors sold 1,805 IDEX shares in Q2 2026, an estimated $382K.
  • IDEX made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2641 holding.
  • HighTower Advisors first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's IDEX position peaked at $3.14M in Q1 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.