Key Financial Inc’s IDEX IEX Stock Holding History

Key Financial Inc’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 Q3	$13.2K	Hold	58	–	–	﹤0.01%	802
2026 Q2	$13.2K	Hold	58	–	–	﹤0.01%	807
2026 Q1	$11K	Hold	58	–	–	﹤0.01%	866
2025 Q4	$10.3K	Hold	58	–	–	﹤0.01%	882
2025 Q3	$9.5K	Hold	58	–	–	﹤0.01%	893
2025 Q2	$10.2K	Hold	58	–	–	﹤0.01%	856
2025 Q1	$10.5K	Sell	58 -19	-25%	-$3.78K	﹤0.01%	803
2024 Q4	$16.1K	Hold	77	–	–	﹤0.01%	713
2024 Q3	$16.5K	Hold	77	–	–	﹤0.01%	685
2024 Q2	$15.5K	Hold	77	–	–	﹤0.01%	685
2024 Q1	$18.8K	Hold	77	–	–	﹤0.01%	624
2023 Q4	$16.7K	Hold	77	–	–	﹤0.01%	626
2023 Q3	$16K	Hold	77	–	–	0.01%	617
2023 Q2	$16.6K	Buy	77 +19	+33%	+$3.99K	0.01%	613
2023 Q1	$13.4K	Hold	58	–	–	﹤0.01%	617
2022 Q4	$11.6K	Hold	58	–	–	0.01%	595
2022 Q3	$12K	Hold	58	–	–	0.01%	591
2022 Q2	$11K	Hold	58	–	–	0.01%	606
2022 Q1	$11K	Hold	58	–	–	0.01%	613
2021 Q4	$14K	Hold	58	–	–	0.01%	538
2021 Q3	$12K	Hold	58	–	–	0.01%	546
2021 Q2	$13K	Buy	+58	New	+$12.8K	0.01%	525

Other funds holding IEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Key Financial Inc's IEX Position: Q3 2026 in Review

Key Financial Inc held its IDEX (IEX) position steady in Q3 2026 at 58 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Key Financial Inc first reported a position in IEX in Q2 2021 and has held it in 22 quarters since. The position peaked at $18.8K in Q1 2024. 329 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Key Financial Inc held 58 shares of IDEX worth $13.2K as of Q3 2026.
Key Financial Inc left its IDEX share count unchanged in Q3 2026.
IDEX made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #802 holding.
Key Financial Inc first reported a position in IDEX in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's IDEX position peaked at $18.8K in Q1 2024.
329 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.