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JFS Wealth Advisors’s IDEX IEX Stock Holding History

JFS 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 		$8.85K Buy
39
+4
+11% +$846 ﹤0.01% 1060
2026
Q1 		$6.63K Buy
35
+2
+6% +$395 ﹤0.01% 1095
2025
Q4 		$5.87K Buy
33
+15
+83% +$2.56K ﹤0.01% 1175
2025
Q3 		$2.93K Buy
18
+7
+64% +$1.18K ﹤0.01% 1323
2025
Q2 		$1.93K Sell
11
-22
-67% -$3.9K ﹤0.01% 1399
2025
Q1 		$5.97K Sell
33
-4
-11% -$796 ﹤0.01% 1048
2024
Q4 		$7.74K Hold
37
– – ﹤0.01% 948
2024
Q3 		$7.94K Buy
37
+11
+42% +$2.22K ﹤0.01% 939
2024
Q2 		$5.23K Hold
26
– – ﹤0.01% 1052
2024
Q1 		$6.34K Hold
26
– – ﹤0.01% 1011
2023
Q4 		$5.64K Sell
26
-3
-10% -$605 ﹤0.01% 1007
2023
Q3 		$6.03K Sell
29
-2
-6% -$434 ﹤0.01% 914
2023
Q2 		$6.67K Sell
31
-4
-11% -$841 ﹤0.01% 882
2023
Q1 		$8.09K Buy
35
+5
+17% +$1.14K ﹤0.01% 793
2022
Q4 		$6.85K Buy
30
+2
+7% +$447 ﹤0.01% 863
2022
Q3 		$6K Sell
28
-10
-26% -$2.02K ﹤0.01% 918
2022
Q2 		$7K Buy
38
+20
+111% +$3.77K ﹤0.01% 879
2022
Q1 		$3K Buy
18
+11
+157% +$2.23K ﹤0.01% 1259
2021
Q4 		$2K Buy
+7
New +$1.59K ﹤0.01% 1090

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

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

JFS Wealth Advisors increased its IDEX (IEX) stake by 11% in Q2 2026, buying an estimated $846 and bringing the position to 39 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

JFS Wealth Advisors first reported a position in IEX in Q4 2021 and has held it in 19 quarters since. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • JFS Wealth Advisors held 39 shares of IDEX worth $8.85K as of Q2 2026.
  • JFS Wealth Advisors bought 4 IDEX shares in Q2 2026, an estimated $846.
  • IDEX made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1060 holding.
  • JFS Wealth Advisors first reported a position in IDEX in Q4 2021 and has held it in 19 quarters since.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.