IAA
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Independent Advisor Alliance’s Flex FLEX Stock Holding History

Independent Advisor Alliance’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$579K Buy
3,572
+287
+9% +$34.8K 0.01% 617
2026
Q1 		$215K Buy
+3,285
New +$210K ﹤0.01% 1468
2018
Q4 		– Sell
-58,465
Closed -$565K – 425
2018
Q3 		$565K Buy
58,465
+7,050
+14% +$73.8K 0.1% 180
2018
Q2 		$542K Buy
51,415
+5,705
+12% +$64K 0.11% 179
2018
Q1 		$551K Buy
45,710
+4,106
+10% +$56K 0.12% 182
2017
Q4 		$583K Buy
41,604
+18,025
+76% +$244K 0.13% 167
2017
Q3 		$302K Buy
23,579
+2,404
+11% +$29.6K 0.08% 210
2017
Q2 		$262K Sell
21,175
-135
-0.6% -$1.67K 0.08% 203
2017
Q1 		$264K Buy
21,310
+2,165
+11% +$25.9K 0.04% 329
2016
Q4 		$211K Buy
+19,145
New +$205K 0.09% 171

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Advisor Alliance's FLEX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Flex (FLEX) stake by 8.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,572 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #617.

Independent Advisor Alliance first reported a position in FLEX in Q4 2016 and has held it in 10 quarters since. The position peaked at $583K in Q4 2017. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Independent Advisor Alliance held 3,572 shares of Flex worth $579K as of Q2 2026.
  • Independent Advisor Alliance bought 287 Flex shares in Q2 2026, an estimated $34.8K.
  • Flex made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #617 holding.
  • Independent Advisor Alliance first reported a position in Flex in Q4 2016 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Flex position peaked at $583K in Q4 2017.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.