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 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	$9.52K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Key Financial Inc's IEX Position: Q2 2026 in Review

Key Financial Inc held its IDEX (IEX) position steady in Q2 2026 at 58 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Key Financial Inc first reported a position in IEX in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.8K in Q1 2024. 690 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Key Financial Inc held 58 shares of IDEX worth $13.2K as of Q2 2026.
Key Financial Inc left its IDEX share count unchanged in Q2 2026.
IDEX made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #807 holding.
Key Financial Inc first reported a position in IDEX in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's IDEX position peaked at $18.8K in Q1 2024.
690 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.