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Kestra Private Wealth Services’s IDEX IEX Stock Holding History

Kestra Private Wealth 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
Q2 		$852K Buy
3,756
+1,072
+40% +$227K 0.01% 992
2026
Q1 		$509K Buy
+2,684
New +$530K 0.01% 1191
2024
Q2 		– Sell
-1,549
Closed -$378K – 1380
2024
Q1 		$378K Buy
1,549
+178
+13% +$40.2K 0.01% 918
2023
Q4 		$298K Buy
1,371
+13
+1% +$2.62K 0.01% 947
2023
Q3 		$282K Buy
1,358
+23
+2% +$4.99K 0.01% 887
2023
Q2 		$287K Buy
1,335
+102
+8% +$21.4K 0.01% 838
2023
Q1 		$285K Buy
1,233
+53
+4% +$12K 0.01% 797
2022
Q4 		$269K Sell
1,180
-256
-18% -$57.2K 0.01% 701
2022
Q3 		$287K Buy
1,436
+63
+5% +$12.7K 0.02% 671
2022
Q2 		$249K Buy
1,373
+81
+6% +$15.3K 0.01% 724
2022
Q1 		$248K Buy
1,292
+86
+7% +$17.4K 0.01% 808
2021
Q4 		$285K Buy
1,206
+225
+23% +$51.1K 0.01% 783
2021
Q3 		$203K Buy
+981
New +$218K 0.01% 850

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's IEX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its IDEX (IEX) stake by 40% in Q2 2026, buying an estimated $227K and bringing the position to 3,756 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #992.

Kestra Private Wealth Services first reported a position in IEX in Q3 2021 and has held it in 13 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Kestra Private Wealth Services held 3,756 shares of IDEX worth $852K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,072 IDEX shares in Q2 2026, an estimated $227K.
  • IDEX made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #992 holding.
  • Kestra Private Wealth Services first reported a position in IDEX in Q3 2021 and has held it in 13 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.