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Kestra Advisory Services’s IDEX IEX Stock Holding History

Kestra Advisory Services’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
-577
Closed -$103K – 3717
2025
Q4 		$103K Buy
+577
New +$98.6K ﹤0.01% 3397
2024
Q2 		– Sell
-2,217
Closed -$541K – 2648
2024
Q1 		$541K Buy
2,217
+425
+24% +$96K ﹤0.01% 1609
2023
Q4 		$389K Sell
1,792
-784
-30% -$158K ﹤0.01% 1681
2023
Q3 		$536K Buy
2,576
+596
+30% +$129K 0.01% 1334
2023
Q2 		$426K Buy
1,980
+940
+90% +$198K ﹤0.01% 1409
2023
Q1 		$240K Sell
1,040
-891
-46% -$202K ﹤0.01% 1708
2022
Q4 		$441K Buy
+1,931
New +$432K ﹤0.01% 1483
2022
Q2 		– Sell
-1,271
Closed -$244K – 2189
2022
Q1 		$244K Buy
1,271
+73
+6% +$14.8K ﹤0.01% 1714
2021
Q4 		$283K Sell
1,198
-28
-2% -$6.36K ﹤0.01% 1637
2021
Q3 		$254K Buy
1,226
+51
+4% +$11.3K ﹤0.01% 1808
2021
Q2 		$259K Buy
1,175
+26
+2% +$5.75K ﹤0.01% 1667
2021
Q1 		$240K Buy
+1,149
New +$228K ﹤0.01% 1607

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 $3.38T AUM 44.17% 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

Kestra Advisory Services's IEX Position: Q1 2026 in Review

Kestra Advisory Services sold out of IDEX (IEX) in Q1 2026, closing a stake of 577 shares — an estimated $103K sold.

Kestra Advisory Services first reported a position in IEX in Q1 2021 and held it in 12 quarters. The position peaked at $541K in Q1 2024. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Kestra Advisory Services reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 577 IDEX shares in Q1 2026, an estimated $103K.
  • Kestra Advisory Services first reported a position in IDEX in Q1 2021 and held it in 12 quarters.
  • Kestra Advisory Services's IDEX position peaked at $541K in Q1 2024.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.